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 | $46,444 | $58,208-20.2% | $81,812-43.2% | $80,856-42.6% |
| Participation rate | 53.7% | 63.4%-9.8pp | 72.3%-18.7pp | 67.6%-14.0pp |
| Annual return | 18.02% | 41.66%-23.6pp | 773.79%-755.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,290 | $2,340-2.1% | $2,912-21.4% | $2,755-16.9% |
| Participant deferral / active EE | $4,344 | $3,281+32.4% | $4,319+0.6% | $4,296+1.1% |
| Admin fee / account holder | $4,564 | $4,981-8.4% | $7,386-38.2% | $6,918-34.0% |