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 | $47,095 | $78,926-40.3% | $136,749-65.6% | $84,808-44.5% |
| Participation rate | 45.2% | 62.2%-17.0pp | 72.1%-27.0pp | 68.3%-23.1pp |
| Annual return | 13.21% | 18.17%-5.0pp | 24.33%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,447 | $2,134+14.7% | $3,400-28.0% | $2,631-7.0% |
| Participant deferral / active EE | $4,313 | $3,168+36.1% | $4,692-8.1% | $4,212+2.4% |
| Admin fee / account holder | $773 | $6,369-87.9% | $11,386-93.2% | $7,344-89.5% |