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 | $51,233 | $71,050-27.9% | $93,606-45.3% | $80,856-36.6% |
| Participation rate | 42.1% | 60.4%-18.3pp | 68.7%-26.6pp | 67.6%-25.5pp |
| Annual return | 19.88% | 11.26%+8.6pp | 133.20%-113.3pp | 35.59%-15.7pp |
| Employer contribution / active EE | $459 | $1,564-70.7% | $2,420-81.0% | $2,755-83.3% |
| Participant deferral / active EE | $1,745 | $4,034-56.7% | $4,411-60.5% | $4,296-59.4% |
| Admin fee / account holder | $2,844 | $6,945-59.1% | $8,285-65.7% | $6,918-58.9% |