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 | $47,391 | $79,449-40.4% | $189,557-75.0% | $85,850-44.8% |
| Participation rate | 32.8% | 66.0%-33.2pp | 78.4%-45.6pp | 69.3%-36.5pp |
| Annual return | 22.31% | 18.45%+3.9pp | 64.17%-41.9pp | 318.53%-296.2pp |
| Employer contribution / active EE | $1,048 | $2,081-49.6% | $4,412-76.2% | $2,565-59.1% |
| Participant deferral / active EE | $2,265 | $4,051-44.1% | $6,174-63.3% | $3,952-42.7% |
| Admin fee / account holder | $2,490 | $5,377-53.7% | $9,807-74.6% | $6,260-60.2% |