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 | $43,064 | $60,022-28.3% | $88,946-51.6% | $84,808-49.2% |
| Participation rate | 58.8% | 57.8%+1.0pp | 68.8%-10.0pp | 68.3%-9.5pp |
| Annual return | 17.91% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $725 | $1,703-57.4% | $2,555-71.6% | $2,631-72.4% |
| Participant deferral / active EE | $2,479 | $3,114-20.4% | $4,581-45.9% | $4,212-41.1% |
| Admin fee / account holder | $2,102 | $4,811-56.3% | $8,261-74.6% | $7,344-71.4% |