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 | $46,065 | $95,266-51.6% | $82,389-44.1% | $142,382-67.6% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 15.78% | 25.74%-10.0pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,185 | $2,991-60.4% | $2,517-52.9% | $4,299-72.4% |
| Participant deferral / active EE | $2,012 | $4,809-58.2% | $4,155-51.6% | $6,507-69.1% |
| Admin fee / account holder | $5,621 | $8,563-34.4% | $7,231-22.3% | $12,624-55.5% |