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 | $54,363 | $165,912-67.2% | $122,332-55.6% | $147,584-63.2% |
| Participation rate | 38.5% | 79.6%-41.1pp | 71.6%-33.2pp | 82.8%-44.4pp |
| Annual return | 9.33% | 34.55%-25.2pp | 30.27%-20.9pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,020 | $5,754-82.3% | $4,050-74.8% | $4,876-79.1% |
| Participant deferral / active EE | $2,786 | $4,005-30.4% | $3,287-15.2% | $5,439-48.8% |
| Admin fee / account holder | $2,037 | $7,424-72.6% | $5,478-62.8% | $10,885-81.3% |