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 | $47,750 | $68,547-30.3% | $120,354-60.3% | $80,856-40.9% |
| Participation rate | 67.6% | 61.6%+6.0pp | 71.9%-4.3pp | 67.6%-0.1pp |
| Annual return | 13.45% | 23.60%-10.2pp | 107.15%-93.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,063 | $3,173-3.5% | $4,991-38.6% | $4,296-28.7% |
| Admin fee / account holder | $7,601 | $5,732+32.6% | $9,423-19.3% | $6,918+9.9% |