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 | $55,517 | $74,927-25.9% | $101,794-45.5% | $84,808-34.5% |
| Participation rate | 45.8% | 61.4%-15.6pp | 69.2%-23.4pp | 68.3%-22.5pp |
| Annual return | 13.02% | 18.70%-5.7pp | 30.53%-17.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $443 | $1,522-70.9% | $2,289-80.7% | $2,631-83.2% |
| Participant deferral / active EE | $4,130 | $3,099+33.3% | $4,084+1.1% | $4,212-1.9% |
| Admin fee / account holder | $12,658 | $6,514+94.3% | $8,777+44.2% | $7,344+72.4% |