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 | $113,175 | $72,012+57.2% | $185,823-39.1% | $79,858+41.7% |
| Participation rate | 48.1% | 65.8%-17.6pp | 78.0%-29.9pp | 69.6%-21.5pp |
| Annual return | 18.32% | 23.12%-4.8pp | 35.95%-17.6pp | 31.71%-13.4pp |
| Employer contribution / active EE | $456 | $1,965-76.8% | $4,087-88.8% | $2,471-81.6% |
| Participant deferral / active EE | $1,525 | $3,779-59.6% | $5,632-72.9% | $3,740-59.2% |
| Admin fee / account holder | $500 | $4,513-88.9% | $9,500-94.7% | $5,306-90.6% |