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 | $47,705 | $80,717-40.9% | $154,803-69.2% | $84,808-43.7% |
| Participation rate | 47.7% | 66.8%-19.1pp | 78.1%-30.4pp | 68.3%-20.6pp |
| Annual return | 16.99% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,711 | $2,761-38.0% | $4,305-60.3% | $2,631-35.0% |
| Participant deferral / active EE | $3,227 | $3,303-2.3% | $5,540-41.8% | $4,212-23.4% |
| Admin fee / account holder | $2,219 | $6,746-67.1% | $14,329-84.5% | $7,344-69.8% |