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 | $45,122 | $51,576-12.5% | $129,207-65.1% | $80,856-44.2% |
| Participation rate | 46.8% | 57.0%-10.2pp | 69.6%-22.9pp | 67.6%-20.9pp |
| Annual return | 13.37% | 20.81%-7.4pp | 9417.33%-9404.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,263 | $1,584-20.2% | $4,153-69.6% | $2,755-54.1% |
| Participant deferral / active EE | $2,557 | $2,669-4.2% | $4,168-38.6% | $4,296-40.5% |
| Admin fee / account holder | $1,624 | $4,305-62.3% | $7,715-79.0% | $6,918-76.5% |