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 | $37,451 | $65,041-42.4% | $90,951-58.8% | $79,858-53.1% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.0%-16.2pp | 69.6%-16.9pp |
| Annual return | 14.73% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $557 | $1,247-55.4% | $2,122-73.8% | $2,471-77.5% |
| Participant deferral / active EE | $1,575 | $2,512-37.3% | $3,373-53.3% | $3,740-57.9% |
| Admin fee / account holder | $1,976 | $4,536-56.4% | $5,959-66.8% | $5,306-62.8% |