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 | $43,567 | $99,652-56.3% | $78,778-44.7% | $147,584-70.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 15.78% | 47.28%-31.5pp | 35.62%-19.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $503 | $2,796-82.0% | $1,986-74.7% | $4,876-89.7% |
| Participant deferral / active EE | $2,267 | $3,664-38.1% | $2,958-23.4% | $5,439-58.3% |
| Admin fee / account holder | $2,084 | $7,155-70.9% | $5,134-59.4% | $10,885-80.9% |