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 | $46,840 | $81,632-42.6% | $70,449-33.5% | $158,922-70.5% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | 12.28% | 208.40%-196.1pp | 109.03%-96.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,605 | $3,217-50.1% | $2,737-41.4% | $4,761-66.3% |
| Participant deferral / active EE | $2,408 | $4,554-47.1% | $3,709-35.1% | $5,982-59.7% |
| Admin fee / account holder | $6,068 | $6,193-2.0% | $3,845+57.8% | $11,246-46.0% |