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 | $48,582 | $78,422-38.1% | $95,952-49.4% | $79,858-39.2% |
| Participation rate | 53.1% | 73.5%-20.4pp | 77.1%-24.0pp | 69.6%-16.6pp |
| Annual return | 11.11% | 19.37%-8.3pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $948 | $1,945-51.2% | $2,541-62.7% | $2,471-61.6% |
| Participant deferral / active EE | $2,650 | $3,440-23.0% | $4,167-36.4% | $3,740-29.1% |
| Admin fee / account holder | $345 | $5,622-93.9% | $6,795-94.9% | $5,306-93.5% |