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 | $45,793 | $80,717-43.3% | $154,803-70.4% | $84,808-46.0% |
| Participation rate | 44.7% | 66.8%-22.1pp | 78.1%-33.4pp | 68.3%-23.6pp |
| Annual return | 14.80% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,506 | $2,761-45.5% | $4,305-65.0% | $2,631-42.8% |
| Participant deferral / active EE | $1,002 | $3,303-69.7% | $5,540-81.9% | $4,212-76.2% |
| Admin fee / account holder | $4,127 | $6,746-38.8% | $14,329-71.2% | $7,344-43.8% |