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 | $46,868 | $58,512-19.9% | $84,015-44.2% | $72,985-35.8% |
| Participation rate | 47.7% | 61.2%-13.5pp | 69.0%-21.3pp | 69.5%-21.8pp |
| Annual return | 16.92% | 28.93%-12.0pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $312 | $1,163-73.2% | $1,983-84.3% | $2,440-87.2% |
| Participant deferral / active EE | $1,248 | $2,394-47.9% | $3,239-61.5% | $3,607-65.4% |
| Admin fee / account holder | $9,716 | $4,569+112.7% | $6,101+59.3% | $5,124+89.6% |