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 | $44,598 | $57,016-21.8% | $84,966-47.5% | $80,856-44.8% |
| Participation rate | 18.4% | 56.3%-37.9pp | 67.5%-49.1pp | 67.6%-49.2pp |
| Annual return | 13.66% | 21.66%-8.0pp | 66.38%-52.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $530 | $1,798-70.5% | $2,727-80.6% | $2,755-80.8% |
| Participant deferral / active EE | $1,939 | $3,110-37.6% | $4,519-57.1% | $4,296-54.9% |
| Admin fee / account holder | $6,456 | $4,980+29.6% | $6,149+5.0% | $6,918-6.7% |