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 | $47,048 | $101,724-53.7% | $164,813-71.5% | $80,856-41.8% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.6%-5.1pp |
| Annual return | 14.01% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,470 | $4,477-22.5% | $6,031-42.5% | $4,296-19.2% |
| Admin fee / account holder | $3,799 | $8,227-53.8% | $12,690-70.1% | $6,918-45.1% |