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 | $44,950 | $81,248-44.7% | $155,509-71.1% | $80,856-44.4% |
| Participation rate | 52.4% | 66.2%-13.8pp | 78.2%-25.8pp | 67.6%-15.3pp |
| Annual return | 15.69% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,601 | $3,100-16.1% | $4,672-44.3% | $2,755-5.6% |
| Participant deferral / active EE | $4,656 | $3,452+34.9% | $5,626-17.2% | $4,296+8.4% |
| Admin fee / account holder | $3,984 | $7,997-50.2% | $15,912-75.0% | $6,918-42.4% |