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 | $47,785 | $135,952-64.9% | $123,892-61.4% | $273,961-82.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 10.56% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $924 | $5,170-82.1% | $4,617-80.0% | $4,869-81.0% |
| Participant deferral / active EE | $5,910 | $6,343-6.8% | $5,984-1.2% | $5,287+11.8% |
| Admin fee / account holder | $648 | $9,817-93.4% | $8,357-92.3% | $10,132-93.6% |