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 | $46,903 | $73,933-36.6% | $96,683-51.5% | $75,163-37.6% |
| Participation rate | 50.8% | 66.4%-15.6pp | 74.3%-23.5pp | 67.2%-16.4pp |
| Annual return | 26.66% | 26.70%0pp | 35.69%-9.0pp | 160.62%-134.0pp |
| Employer contribution / active EE | $1,544 | $2,928-47.3% | $3,737-58.7% | $2,670-42.2% |
| Participant deferral / active EE | $2,963 | $3,659-19.0% | $4,878-39.3% | $4,125-28.2% |
| Admin fee / account holder | $3,115 | $5,216-40.3% | $6,730-53.7% | $5,651-44.9% |