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 | $50,908 | $54,705-6.9% | $71,209-28.5% | $84,808-40.0% |
| Participation rate | 37.4% | 64.1%-26.7pp | 73.8%-36.4pp | 68.3%-30.9pp |
| Annual return | 15.47% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,135 | $2,158-47.4% | $2,721-58.3% | $2,631-56.9% |
| Participant deferral / active EE | $2,363 | $3,030-22.0% | $4,175-43.4% | $4,212-43.9% |
| Admin fee / account holder | $11,474 | $4,863+135.9% | $5,349+114.5% | $7,344+56.2% |