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 | $46,046 | $93,571-50.8% | $135,903-66.1% | $75,163-38.7% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.9%-35.8pp | 67.2%-21.0pp |
| Annual return | 19.78% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,725 | $3,537-51.2% | $4,856-64.5% | $2,670-35.4% |
| Participant deferral / active EE | $3,013 | $6,404-53.0% | $7,758-61.2% | $4,125-27.0% |
| Admin fee / account holder | $728 | $6,975-89.6% | $10,762-93.2% | $5,651-87.1% |