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 | $47,446 | $78,422-39.5% | $95,952-50.6% | $79,858-40.6% |
| Participation rate | 58.1% | 73.5%-15.4pp | 77.1%-19.0pp | 69.6%-11.6pp |
| Annual return | 18.80% | 19.37%-0.6pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,517 | $1,945-22.0% | $2,541-40.3% | $2,471-38.6% |
| Participant deferral / active EE | $3,695 | $3,440+7.4% | $4,167-11.3% | $3,740-1.2% |
| Admin fee / account holder | $5,855 | $5,622+4.1% | $6,795-13.8% | $5,306+10.3% |