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 | $43,979 | $65,041-32.4% | $90,951-51.6% | $79,858-44.9% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 15.99% | 30.45%-14.5pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,779 | $1,247+42.7% | $2,122-16.2% | $2,471-28.0% |
| Participant deferral / active EE | $2,436 | $2,512-3.0% | $3,373-27.8% | $3,740-34.9% |
| Admin fee / account holder | $1,248 | $4,536-72.5% | $5,959-79.1% | $5,306-76.5% |