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 | $46,917 | $99,652-52.9% | $78,778-40.4% | $147,584-68.2% |
| Participation rate | 65.2% | 76.2%-11.0pp | 69.2%-4.0pp | 82.8%-17.6pp |
| Annual return | 11.33% | 47.28%-36.0pp | 35.62%-24.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $435 | $2,796-84.4% | $1,986-78.1% | $4,876-91.1% |
| Participant deferral / active EE | $1,877 | $3,664-48.8% | $2,958-36.5% | $5,439-65.5% |
| Admin fee / account holder | $4,709 | $7,155-34.2% | $5,134-8.3% | $10,885-56.7% |