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 | $60,781 | $74,927-18.9% | $101,794-40.3% | $84,808-28.3% |
| Participation rate | 52.2% | 61.4%-9.2pp | 69.2%-17.0pp | 68.3%-16.1pp |
| Annual return | 17.36% | 18.70%-1.3pp | 30.53%-13.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $842 | $1,522-44.7% | $2,289-63.2% | $2,631-68.0% |
| Participant deferral / active EE | $3,220 | $3,099+3.9% | $4,084-21.2% | $4,212-23.5% |
| Admin fee / account holder | $374 | $6,514-94.3% | $8,777-95.7% | $7,344-94.9% |