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 | $46,470 | $96,557-51.9% | $80,975-42.6% | $273,961-83.0% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 9.28% | 15.14%-5.9pp | 17.10%-7.8pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,778 | $4,868-63.5% | $3,714-52.1% | $4,869-63.5% |
| Participant deferral / active EE | $6,629 | $6,598+0.5% | $5,696+16.4% | $5,287+25.4% |
| Admin fee / account holder | $1,687 | $7,492-77.5% | $5,516-69.4% | $10,132-83.3% |