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 | $47,455 | $80,968-41.4% | $96,544-50.8% | $75,163-36.9% |
| Participation rate | 58.5% | 71.8%-13.2pp | 76.0%-17.4pp | 67.2%-8.7pp |
| Annual return | 15.94% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,010 | $2,282-55.7% | $2,965-65.9% | $2,670-62.2% |
| Participant deferral / active EE | $2,351 | $3,928-40.2% | $4,851-51.5% | $4,125-43.0% |
| Admin fee / account holder | $1,979 | $6,724-70.6% | $8,252-76.0% | $5,651-65.0% |