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 | $49,073 | $57,016-13.9% | $84,966-42.2% | $80,856-39.3% |
| Participation rate | 24.1% | 56.3%-32.3pp | 67.5%-43.4pp | 67.6%-43.5pp |
| Annual return | 10.84% | 21.66%-10.8pp | 66.38%-55.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $734 | $1,798-59.2% | $2,727-73.1% | $2,755-73.4% |
| Participant deferral / active EE | $1,302 | $3,110-58.1% | $4,519-71.2% | $4,296-69.7% |
| Admin fee / account holder | $469 | $4,980-90.6% | $6,149-92.4% | $6,918-93.2% |