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 | $54,269 | $71,050-23.6% | $93,606-42.0% | $80,856-32.9% |
| Participation rate | 37.1% | 60.4%-23.3pp | 68.7%-31.6pp | 67.6%-30.5pp |
| Annual return | 14.22% | 11.26%+3.0pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $384 | $1,564-75.4% | $2,420-84.1% | $2,755-86.1% |
| Participant deferral / active EE | $1,724 | $4,034-57.3% | $4,411-60.9% | $4,296-59.9% |
| Admin fee / account holder | $3,204 | $6,945-53.9% | $8,285-61.3% | $6,918-53.7% |