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 | $41,686 | $63,764-34.6% | $81,930-49.1% | $79,858-47.8% |
| Participation rate | 50.0% | 67.5%-17.5pp | 72.0%-22.0pp | 69.6%-19.6pp |
| Annual return | 16.02% | 22.66%-6.6pp | 29.49%-13.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $681 | $1,795-62.0% | $4,310-84.2% | $2,471-72.4% |
| Participant deferral / active EE | $1,122 | $2,780-59.7% | $7,107-84.2% | $3,740-70.0% |
| Admin fee / account holder | $556 | $4,426-87.4% | $5,158-89.2% | $5,306-89.5% |