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 | $47,049 | $72,277-34.9% | $101,248-53.5% | $79,858-41.1% |
| Participation rate | 42.3% | 68.5%-26.2pp | 75.8%-33.6pp | 69.6%-27.4pp |
| Annual return | 16.61% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $960 | $2,692-64.3% | $3,660-73.8% | $2,471-61.1% |
| Participant deferral / active EE | $1,965 | $3,282-40.1% | $4,370-55.0% | $3,740-47.5% |
| Admin fee / account holder | $685 | $4,400-84.4% | $5,945-88.5% | $5,306-87.1% |