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 | $51,964 | $77,634-33.1% | $156,549-66.8% | $62,891-17.4% |
| Participation rate | 52.0% | 71.2%-19.2pp | 84.0%-32.0pp | 69.3%-17.3pp |
| Annual return | 4.64% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $570 | $3,444-83.4% | $5,501-89.6% | $2,281-75.0% |
| Participant deferral / active EE | $2,194 | $3,045-27.9% | $4,871-54.9% | $3,203-31.5% |
| Admin fee / account holder | $1,066 | $5,561-80.8% | $13,027-91.8% | $4,296-75.2% |