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 | $46,560 | $48,335-3.7% | $121,098-61.6% | $71,457-34.8% |
| Participation rate | 45.3% | 54.3%-9.0pp | 69.5%-24.2pp | 67.9%-22.6pp |
| Annual return | 21.37% | 23.32%-1.9pp | 985.75%-964.4pp | 28.85%-7.5pp |
| Employer contribution / active EE | $1,199 | $1,489-19.5% | $4,164-71.2% | $2,588-53.7% |
| Participant deferral / active EE | $2,721 | $2,754-1.2% | $4,080-33.3% | $4,289-36.6% |
| Admin fee / account holder | $2,508 | $1,841+36.3% | $5,644-55.6% | $1,587+58.0% |