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 | $43,785 | $35,183+24.4% | $73,545-40.5% | $70,131-37.6% |
| Participation rate | 51.6% | 42.9%+8.7pp | 54.9%-3.3pp | 69.5%-17.9pp |
| Annual return | 13.66% | 26.90%-13.2pp | -15.16%+28.8pp | 73.14%-59.5pp |
| Employer contribution / active EE | $269 | $709-62.0% | $1,219-77.9% | $2,342-88.5% |
| Participant deferral / active EE | $1,361 | $1,220+11.6% | $1,806-24.6% | $3,332-59.1% |
| Admin fee / account holder | $9,403 | $2,302+308.4% | $2,320+305.3% | $4,645+102.4% |