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 | $47,061 | $110,257-57.3% | $96,544-51.3% | $139,434-66.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 10.26% | 26.32%-16.1pp | 25.84%-15.6pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,614 | $3,620-55.4% | $2,965-45.6% | $4,751-66.0% |
| Participant deferral / active EE | $4,449 | $5,548-19.8% | $4,851-8.3% | $6,710-33.7% |
| Admin fee / account holder | $27,037 | $11,591+133.3% | $8,252+227.6% | $11,403+137.1% |