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 | $46,544 | $54,705-14.9% | $71,209-34.6% | $84,808-45.1% |
| Participation rate | 65.5% | 64.1%+1.4pp | 73.8%-8.3pp | 68.3%-2.8pp |
| Annual return | 16.57% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $708 | $2,158-67.2% | $2,721-74.0% | $2,631-73.1% |
| Participant deferral / active EE | $2,775 | $3,030-8.4% | $4,175-33.5% | $4,212-34.1% |
| Admin fee / account holder | $10,846 | $4,863+123.0% | $5,349+102.8% | $7,344+47.7% |