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 | $45,545 | $112,881-59.7% | $90,951-49.9% | $158,922-71.3% |
| Participation rate | 38.9% | 74.7%-35.8pp | 69.0%-30.1pp | 82.0%-43.1pp |
| Annual return | 24.21% | 215.79%-191.6pp | 134.60%-110.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $681 | $2,893-76.5% | $2,122-67.9% | $4,761-85.7% |
| Participant deferral / active EE | $1,721 | $4,128-58.3% | $3,373-49.0% | $5,982-71.2% |
| Admin fee / account holder | $402 | $8,041-95.0% | $5,959-93.2% | $11,246-96.4% |