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 | $46,033 | $85,766-46.3% | $136,294-66.2% | $70,131-34.4% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 17.97% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,897 | $2,966-36.0% | $4,695-59.6% | $2,342-19.0% |
| Participant deferral / active EE | $3,906 | $5,051-22.7% | $6,247-37.5% | $3,332+17.2% |
| Admin fee / account holder | $7,420 | $5,420+36.9% | $9,243-19.7% | $4,645+59.7% |