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 | $45,948 | $81,460-43.6% | $103,333-55.5% | $80,856-43.2% |
| Participation rate | 45.6% | 66.8%-21.3pp | 74.5%-28.9pp | 67.6%-22.1pp |
| Annual return | 10.75% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $811 | $3,105-73.9% | $3,868-79.0% | $2,755-70.5% |
| Participant deferral / active EE | $1,826 | $3,869-52.8% | $5,057-63.9% | $4,296-57.5% |
| Admin fee / account holder | $1,757 | $6,566-73.2% | $8,355-79.0% | $6,918-74.6% |