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 | $46,229 | $63,764-27.5% | $81,930-43.6% | $79,858-42.1% |
| Participation rate | 51.0% | 67.5%-16.5pp | 72.0%-21.0pp | 69.6%-18.6pp |
| Annual return | 21.67% | 22.66%-1.0pp | 29.49%-7.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $900 | $1,795-49.9% | $4,310-79.1% | $2,471-63.6% |
| Participant deferral / active EE | $2,086 | $2,780-25.0% | $7,107-70.6% | $3,740-44.2% |
| Admin fee / account holder | $4,954 | $4,426+11.9% | $5,158-4.0% | $5,306-6.6% |