See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,860 | $77,314-40.7% | $177,989-74.2% | $80,856-43.3% |
| Participation rate | 57.9% | 65.7%-7.8pp | 77.1%-19.2pp | 67.6%-9.7pp |
| Annual return | 22.92% | 18.09%+4.8pp | 294.48%-271.6pp | 35.59%-12.7pp |
| Employer contribution / active EE | $612 | $2,292-73.3% | $3,949-84.5% | $2,755-77.8% |
| Participant deferral / active EE | $2,260 | $4,411-48.8% | $6,276-64.0% | $4,296-47.4% |
| Admin fee / account holder | $3,858 | $7,191-46.3% | $10,363-62.8% | $6,918-44.2% |