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 | $47,779 | $48,750-2.0% | $88,946-46.3% | $74,304-35.7% |
| Participation rate | 18.1% | 44.5%-26.4pp | 68.8%-50.7pp | 60.3%-42.2pp |
| Annual return | 14.18% | 25.91%-11.7pp | 57.82%-43.6pp | 29.43%-15.2pp |
| Employer contribution / active EE | $418 | $1,255-66.7% | $2,555-83.7% | $2,241-81.4% |
| Participant deferral / active EE | $1,115 | $2,423-54.0% | $4,581-75.7% | $3,767-70.4% |
| Admin fee / account holder | $1,411 | $3,756-62.4% | $8,261-82.9% | $2,969-52.5% |