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 | $45,254 | $32,037+41.3% | $69,182-34.6% | $62,891-28.0% |
| Participation rate | 42.2% | 43.4%-1.3pp | 55.1%-12.9pp | 69.3%-27.1pp |
| Annual return | 8.09% | 15.16%-7.1pp | -21.93%+30.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $271 | $679-60.1% | $1,206-77.6% | $2,281-88.1% |
| Participant deferral / active EE | $1,273 | $1,185+7.4% | $1,897-32.9% | $3,203-60.2% |
| Admin fee / account holder | $1,127 | $2,608-56.8% | $2,697-58.2% | $4,296-73.8% |