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 | $43,115 | $99,652-56.7% | $78,778-45.3% | $147,584-70.8% |
| Participation rate | 36.4% | 76.2%-39.9pp | 69.2%-32.8pp | 82.8%-46.5pp |
| Annual return | 16.52% | 47.28%-30.8pp | 35.62%-19.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,549 | $2,796-8.8% | $1,986+28.4% | $4,876-47.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $567 | $7,155-92.1% | $5,134-89.0% | $10,885-94.8% |