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 | $44,414 | $74,927-40.7% | $101,794-56.4% | $84,808-47.6% |
| Participation rate | 32.1% | 61.4%-29.3pp | 69.2%-37.0pp | 68.3%-36.2pp |
| Annual return | 12.66% | 18.70%-6.0pp | 30.53%-17.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $526 | $1,522-65.4% | $2,289-77.0% | $2,631-80.0% |
| Participant deferral / active EE | $4,375 | $3,099+41.2% | $4,084+7.1% | $4,212+3.9% |
| Admin fee / account holder | $9,294 | $6,514+42.7% | $8,777+5.9% | $7,344+26.6% |