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 | $48,437 | $117,841-58.9% | $102,423-52.7% | $145,922-66.8% |
| Participation rate | 61.5% | 78.6%-17.0pp | 76.5%-15.0pp | 80.3%-18.7pp |
| Annual return | 10.48% | 31.65%-21.2pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,227 | $3,615-66.0% | $3,023-59.4% | $4,660-73.7% |
| Participant deferral / active EE | $2,916 | $5,731-49.1% | $5,053-42.3% | $6,688-56.4% |
| Admin fee / account holder | $746 | $13,326-94.4% | $9,451-92.1% | $13,397-94.4% |