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 | $47,876 | $89,753-46.7% | $107,525-55.5% | $84,808-43.5% |
| Participation rate | 57.7% | 68.1%-10.4pp | 75.1%-17.4pp | 68.3%-10.6pp |
| Annual return | 13.31% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,737 | $3,113-44.2% | $3,754-53.7% | $2,631-34.0% |
| Participant deferral / active EE | $6,318 | $4,056+55.8% | $5,116+23.5% | $4,212+50.0% |
| Admin fee / account holder | $8,749 | $7,222+21.1% | $8,919-1.9% | $7,344+19.1% |