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 | $48,452 | $133,922-63.8% | $116,228-58.3% | $142,382-66.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 14.94% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $893 | $3,446-74.1% | $2,994-70.2% | $4,299-79.2% |
| Participant deferral / active EE | $2,200 | $5,672-61.2% | $4,953-55.6% | $6,507-66.2% |
| Admin fee / account holder | $476 | $14,945-96.8% | $11,989-96.0% | $12,624-96.2% |