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 | $53,868 | $176,377-69.5% | $134,143-59.8% | $158,922-66.1% |
| Participation rate | 42.9% | 78.7%-35.8pp | 72.2%-29.3pp | 82.0%-39.1pp |
| Annual return | 12.06% | 63.63%-51.6pp | 36.33%-24.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,429 | $5,040-71.7% | $3,704-61.4% | $4,761-70.0% |
| Participant deferral / active EE | $1,113 | $4,091-72.8% | $3,499-68.2% | $5,982-81.4% |
| Admin fee / account holder | $1,778 | $8,718-79.6% | $6,684-73.4% | $11,246-84.2% |