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 | $44,828 | $80,717-44.5% | $154,803-71.0% | $84,808-47.1% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 16.72% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,826 | $2,761-33.9% | $4,305-57.6% | $2,631-30.6% |
| Participant deferral / active EE | $4,835 | $3,303+46.4% | $5,540-12.7% | $4,212+14.8% |
| Admin fee / account holder | $1,942 | $6,746-71.2% | $14,329-86.4% | $7,344-73.6% |