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 | $47,972 | $76,552-37.3% | $123,892-61.3% | $62,891-23.7% |
| Participation rate | 32.4% | 73.0%-40.6pp | 81.4%-49.1pp | 69.3%-37.0pp |
| Annual return | 9.65% | 18.68%-9.0pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,192 | $4,840-54.7% | $5,984-63.4% | $3,203-31.6% |
| Admin fee / account holder | $429 | $4,826-91.1% | $8,357-94.9% | $4,296-90.0% |