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 | $47,227 | $65,041-27.4% | $90,951-48.1% | $79,858-40.9% |
| Participation rate | 62.8% | 61.6%+1.2pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 11.90% | 30.45%-18.5pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,040 | $1,247-16.6% | $2,122-51.0% | $2,471-57.9% |
| Participant deferral / active EE | $2,209 | $2,512-12.1% | $3,373-34.5% | $3,740-40.9% |
| Admin fee / account holder | $11,821 | $4,536+160.6% | $5,959+98.4% | $5,306+122.8% |