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 | $49,838 | $78,672-36.7% | $109,143-54.3% | $85,850-41.9% |
| Participation rate | 47.8% | 68.3%-20.5pp | 75.9%-28.1pp | 69.3%-21.6pp |
| Annual return | 18.03% | 25.09%-7.1pp | 25.75%-7.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $812 | $2,735-70.3% | $3,722-78.2% | $2,565-68.4% |
| Participant deferral / active EE | $1,750 | $3,467-49.5% | $4,653-62.4% | $3,952-55.7% |
| Admin fee / account holder | $2,444 | $5,469-55.3% | $6,752-63.8% | $6,260-61.0% |