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 | $49,477 | $110,257-55.1% | $96,544-48.8% | $139,434-64.5% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 13.09% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,606 | $3,620-55.6% | $2,965-45.8% | $4,751-66.2% |
| Participant deferral / active EE | $4,035 | $5,548-27.3% | $4,851-16.8% | $6,710-39.9% |
| Admin fee / account holder | $3,093 | $11,591-73.3% | $8,252-62.5% | $11,403-72.9% |