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 | $48,234 | $85,202-43.4% | $172,739-72.1% | $72,985-33.9% |
| Participation rate | 41.7% | 70.1%-28.4pp | 82.6%-41.0pp | 69.5%-27.8pp |
| Annual return | 21.12% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $822 | $3,324-75.3% | $5,143-84.0% | $2,440-66.3% |
| Participant deferral / active EE | $2,041 | $3,260-37.4% | $5,198-60.7% | $3,607-43.4% |
| Admin fee / account holder | $4,603 | $5,884-21.8% | $13,954-67.0% | $5,124-10.2% |