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 | $49,581 | $76,552-35.2% | $123,892-60.0% | $62,891-21.2% |
| Participation rate | 45.3% | 73.0%-27.6pp | 81.4%-36.1pp | 69.3%-24.0pp |
| Annual return | 11.32% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $650 | $2,883-77.5% | $4,617-85.9% | $2,281-71.5% |
| Participant deferral / active EE | $3,534 | $4,840-27.0% | $5,984-40.9% | $3,203+10.3% |
| Admin fee / account holder | $1,609 | $4,826-66.7% | $8,357-80.7% | $4,296-62.5% |