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 | $39,805 | $54,762-27.3% | $90,281-55.9% | $72,985-45.5% |
| Participation rate | 51.9% | 65.1%-13.3pp | 73.3%-21.4pp | 69.5%-17.6pp |
| Annual return | 27.72% | 30.63%-2.9pp | 78.10%-50.4pp | 81.00%-53.3pp |
| Employer contribution / active EE | $806 | $2,092-61.5% | $2,854-71.8% | $2,440-67.0% |
| Participant deferral / active EE | $2,121 | $2,887-26.5% | $3,885-45.4% | $3,607-41.2% |
| Admin fee / account holder | $732 | $3,972-81.6% | $5,351-86.3% | $5,124-85.7% |