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 | $49,968 | $65,041-23.2% | $90,951-45.1% | $79,858-37.4% |
| Participation rate | 44.3% | 61.6%-17.3pp | 69.0%-24.7pp | 69.6%-25.3pp |
| Annual return | 14.44% | 30.45%-16.0pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $440 | $1,247-64.7% | $2,122-79.3% | $2,471-82.2% |
| Participant deferral / active EE | $2,199 | $2,512-12.5% | $3,373-34.8% | $3,740-41.2% |
| Admin fee / account holder | $2,365 | $4,536-47.9% | $5,959-60.3% | $5,306-55.4% |