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 | $45,278 | $63,346-28.5% | $92,233-50.9% | $70,131-35.4% |
| Participation rate | 48.4% | 68.7%-20.3pp | 76.5%-28.1pp | 69.5%-21.2pp |
| Annual return | 18.97% | 530.12%-511.1pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $637 | $2,471-74.2% | $3,679-82.7% | $2,342-72.8% |
| Participant deferral / active EE | $2,369 | $2,854-17.0% | $3,897-39.2% | $3,332-28.9% |
| Admin fee / account holder | $665 | $3,840-82.7% | $5,194-87.2% | $4,645-85.7% |