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 | $46,844 | $77,634-39.7% | $156,549-70.1% | $62,891-25.5% |
| Participation rate | 64.5% | 71.2%-6.7pp | 84.0%-19.5pp | 69.3%-4.8pp |
| Annual return | 6.08% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $560 | $3,444-83.7% | $5,501-89.8% | $2,281-75.4% |
| Participant deferral / active EE | $2,288 | $3,045-24.9% | $4,871-53.0% | $3,203-28.6% |
| Admin fee / account holder | $886 | $5,561-84.1% | $13,027-93.2% | $4,296-79.4% |