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 | $37,596 | $46,553-19.2% | $64,056-41.3% | $75,163-50.0% |
| Participation rate | 48.3% | 65.9%-17.7pp | 72.3%-24.0pp | 67.2%-18.9pp |
| Annual return | 14.52% | 26.03%-11.5pp | 33.69%-19.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,462 | $1,974-25.9% | $2,747-46.8% | $2,670-45.2% |
| Participant deferral / active EE | $4,804 | $2,837+69.4% | $3,880+23.8% | $4,125+16.5% |
| Admin fee / account holder | $4,759 | $2,952+61.2% | $3,068+55.1% | $5,651-15.8% |