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 | $48,431 | $87,733-44.8% | $106,548-54.5% | $85,850-43.6% |
| Participation rate | 36.2% | 71.9%-35.7pp | 76.1%-39.9pp | 69.3%-33.1pp |
| Annual return | 16.60% | 21.86%-5.3pp | 26.80%-10.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $764 | $2,073-63.1% | $2,819-72.9% | $2,565-70.2% |
| Participant deferral / active EE | $1,953 | $3,469-43.7% | $4,398-55.6% | $3,952-50.6% |
| Admin fee / account holder | $706 | $6,767-89.6% | $7,407-90.5% | $6,260-88.7% |