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 | $44,539 | $76,670-41.9% | $96,683-53.9% | $71,457-37.7% |
| Participation rate | 48.4% | 66.6%-18.2pp | 74.3%-25.9pp | 67.9%-19.5pp |
| Annual return | 18.74% | 48.29%-29.6pp | 35.69%-17.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,310 | $3,031-56.8% | $3,737-65.0% | $2,588-49.4% |
| Participant deferral / active EE | $2,203 | $3,771-41.6% | $4,878-54.8% | $4,289-48.6% |
| Admin fee / account holder | $2,178 | $2,028+7.4% | $6,730-67.6% | $1,587+37.2% |