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 | $48,072 | $181,894-73.6% | $156,549-69.3% | $273,961-82.5% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 6.70% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,956 | $6,248-68.7% | $5,501-64.4% | $4,869-59.8% |
| Participant deferral / active EE | $2,605 | $5,550-53.1% | $4,871-46.5% | $5,287-50.7% |
| Admin fee / account holder | $2,553 | $15,559-83.6% | $13,027-80.4% | $10,132-74.8% |