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 | $43,315 | $68,914-37.1% | $136,749-68.3% | $74,304-41.7% |
| Participation rate | 31.8% | 51.3%-19.5pp | 72.1%-40.3pp | 60.3%-28.5pp |
| Annual return | 12.49% | 16.34%-3.9pp | 24.33%-11.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $784 | $1,561-49.8% | $3,400-76.9% | $2,241-65.0% |
| Participant deferral / active EE | $982 | $2,541-61.4% | $4,692-79.1% | $3,767-73.9% |
| Admin fee / account holder | $10,335 | $3,149+228.2% | $11,386-9.2% | $2,969+248.1% |