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 | $45,101 | $48,230-6.5% | $67,502-33.2% | $80,856-44.2% |
| Participation rate | 40.0% | 66.4%-26.4pp | 72.9%-32.9pp | 67.6%-27.6pp |
| Annual return | 15.95% | 18.28%-2.3pp | 3512.12%-3496.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,567 | $2,020-22.4% | $2,731-42.6% | $2,755-43.1% |
| Participant deferral / active EE | $4,333 | $2,924+48.2% | $4,000+8.3% | $4,296+0.9% |
| Admin fee / account holder | $1,801 | $3,681-51.1% | $3,998-54.9% | $6,918-74.0% |