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 | $48,624 | $98,240-50.5% | $82,313-40.9% | $147,584-67.1% |
| Participation rate | 63.2% | 79.7%-16.6pp | 76.9%-13.7pp | 82.8%-19.7pp |
| Annual return | 10.96% | 30.85%-19.9pp | 25.88%-14.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,110 | $3,192-65.2% | $2,428-54.3% | $4,876-77.2% |
| Participant deferral / active EE | $1,596 | $4,383-63.6% | $3,706-56.9% | $5,439-70.7% |
| Admin fee / account holder | $1,141 | $8,563-86.7% | $5,608-79.7% | $10,885-89.5% |