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 | $51,203 | $53,777-4.8% | $134,143-61.8% | $79,858-35.9% |
| Participation rate | 43.4% | 58.8%-15.4pp | 72.2%-28.8pp | 69.6%-26.3pp |
| Annual return | 20.69% | 19.01%+1.7pp | 36.33%-15.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $324 | $1,321-75.5% | $3,704-91.3% | $2,471-86.9% |
| Participant deferral / active EE | $2,018 | $2,420-16.6% | $3,499-42.3% | $3,740-46.0% |
| Admin fee / account holder | $1,666 | $3,984-58.2% | $6,684-75.1% | $5,306-68.6% |