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 | $56,666 | $71,050-20.2% | $93,606-39.5% | $80,856-29.9% |
| Participation rate | 47.7% | 60.4%-12.7pp | 68.7%-21.0pp | 67.6%-19.9pp |
| Annual return | 12.81% | 11.26%+1.6pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $806 | $1,564-48.5% | $2,420-66.7% | $2,755-70.8% |
| Participant deferral / active EE | $1,923 | $4,034-52.3% | $4,411-56.4% | $4,296-55.2% |
| Admin fee / account holder | $4,895 | $6,945-29.5% | $8,285-40.9% | $6,918-29.2% |