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 | $52,865 | $58,512-9.7% | $84,015-37.1% | $72,985-27.6% |
| Participation rate | 41.1% | 61.2%-20.2pp | 69.0%-27.9pp | 69.5%-28.4pp |
| Annual return | 23.19% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,128 | $1,163-3.0% | $1,983-43.1% | $2,440-53.8% |
| Participant deferral / active EE | $2,016 | $2,394-15.8% | $3,239-37.8% | $3,607-44.1% |
| Admin fee / account holder | $529 | $4,569-88.4% | $6,101-91.3% | $5,124-89.7% |