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 | $48,088 | $77,660-38.1% | $109,143-55.9% | $79,386-39.4% |
| Participation rate | 24.4% | 67.8%-43.4pp | 75.9%-51.4pp | 70.7%-46.3pp |
| Annual return | 16.09% | 23.44%-7.4pp | 25.75%-9.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $671 | $2,797-76.0% | $3,722-82.0% | $2,427-72.3% |
| Participant deferral / active EE | $1,838 | $3,518-47.8% | $4,653-60.5% | $4,046-54.6% |
| Admin fee / account holder | $7,553 | $732+931.6% | $6,752+11.9% | $626+1105.8% |