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 5-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 | $43,396 | $42,886+1.2% | $88,946-51.2% | $85,563-49.3% |
| Participation rate | 24.4% | 37.9%-13.6pp | 68.8%-44.5pp | 66.0%-41.6pp |
| Annual return | 16.68% | 44.56%-27.9pp | 57.82%-41.1pp | 31.51%-14.8pp |
| Employer contribution / active EE | $635 | $1,147-44.6% | $2,555-75.1% | $2,654-76.1% |
| Participant deferral / active EE | $1,239 | $2,108-41.2% | $4,581-73.0% | $4,375-71.7% |
| Admin fee / account holder | $3,449 | $2,263+52.4% | $8,261-58.2% | $834+313.5% |