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 | $45,841 | $58,828-22.1% | $77,999-41.2% | $62,891-27.1% |
| Participation rate | 61.1% | 71.1%-9.9pp | 75.5%-14.4pp | 69.3%-8.2pp |
| Annual return | 5.92% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $705 | $1,672-57.8% | $2,470-71.5% | $2,281-69.1% |
| Participant deferral / active EE | $1,806 | $2,686-32.7% | $3,497-48.4% | $3,203-43.6% |
| Admin fee / account holder | $5,017 | $4,393+14.2% | $5,480-8.5% | $4,296+16.8% |