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 | $44,031 | $65,041-32.3% | $90,951-51.6% | $79,858-44.9% |
| Participation rate | 32.6% | 61.6%-29.0pp | 69.0%-36.4pp | 69.6%-37.0pp |
| Annual return | 11.82% | 30.45%-18.6pp | 134.60%-122.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $259 | $1,247-79.2% | $2,122-87.8% | $2,471-89.5% |
| Participant deferral / active EE | $1,316 | $2,512-47.6% | $3,373-61.0% | $3,740-64.8% |
| Admin fee / account holder | $3,424 | $4,536-24.5% | $5,959-42.5% | $5,306-35.5% |