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 | $51,120 | $50,082+2.1% | $93,406-45.3% | $79,858-36.0% |
| Participation rate | 45.5% | 60.9%-15.5pp | 66.8%-21.4pp | 69.6%-24.2pp |
| Annual return | 16.19% | 24.59%-8.4pp | 78.05%-61.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $385 | $1,303-70.5% | $2,075-81.5% | $2,471-84.4% |
| Participant deferral / active EE | $1,135 | $2,212-48.7% | $3,126-63.7% | $3,740-69.7% |
| Admin fee / account holder | $1,333 | $3,454-61.4% | $5,230-74.5% | $5,306-74.9% |