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 | $44,549 | $89,753-50.4% | $107,525-58.6% | $84,808-47.5% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 20.01% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,269 | $3,113-59.2% | $3,754-66.2% | $2,631-51.8% |
| Participant deferral / active EE | $3,258 | $4,056-19.7% | $5,116-36.3% | $4,212-22.6% |
| Admin fee / account holder | $983 | $7,222-86.4% | $8,919-89.0% | $7,344-86.6% |