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 | $47,490 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 13.38% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,447 | $4,961+90.4% | $4,693+101.3% | $4,299+119.7% |
| Participant deferral / active EE | $17,122 | $8,310+106.0% | $7,997+114.1% | $6,507+163.1% |
| Admin fee / account holder | $47,065 | $14,846+217.0% | $13,435+250.3% | $12,624+272.8% |