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 | $49,019 | $76,552-36.0% | $123,892-60.4% | $62,891-22.1% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 10.40% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $526 | $2,883-81.7% | $4,617-88.6% | $2,281-76.9% |
| Participant deferral / active EE | $4,903 | $4,840+1.3% | $5,984-18.1% | $3,203+53.1% |
| Admin fee / account holder | $2,386 | $4,826-50.6% | $8,357-71.4% | $4,296-44.5% |