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 | $42,312 | $49,915-15.2% | $154,803-72.7% | $74,304-43.1% |
| Participation rate | 47.9% | 54.0%-6.0pp | 78.1%-30.1pp | 60.3%-12.4pp |
| Annual return | 17.09% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,225 | $1,611-24.0% | $4,305-71.5% | $2,241-45.3% |
| Participant deferral / active EE | $2,180 | $2,255-3.3% | $5,540-60.6% | $3,767-42.1% |
| Admin fee / account holder | $595 | $2,189-72.8% | $14,329-95.8% | $2,969-80.0% |