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 | $38,209 | $57,016-33.0% | $84,966-55.0% | $80,856-52.7% |
| Participation rate | 44.7% | 56.3%-11.6pp | 67.5%-22.8pp | 67.6%-22.9pp |
| Annual return | 10.66% | 21.66%-11.0pp | 66.38%-55.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $762 | $1,798-57.6% | $2,727-72.1% | $2,755-72.3% |
| Participant deferral / active EE | $2,577 | $3,110-17.1% | $4,519-43.0% | $4,296-40.0% |
| Admin fee / account holder | $2,580 | $4,980-48.2% | $6,149-58.0% | $6,918-62.7% |