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 | $52,229 | $58,851-11.3% | $115,157-54.6% | $72,985-28.4% |
| Participation rate | 43.6% | 65.5%-21.9pp | 75.9%-32.3pp | 69.5%-25.9pp |
| Annual return | 23.42% | 23.16%+0.3pp | 35.60%-12.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $917 | $1,798-49.0% | $3,179-71.1% | $2,440-62.4% |
| Participant deferral / active EE | $2,457 | $2,643-7.0% | $4,168-41.0% | $3,607-31.9% |
| Admin fee / account holder | $6,617 | $6,370+3.9% | $7,088-6.6% | $5,124+29.1% |