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 | $44,247 | $103,376-57.2% | $87,100-49.2% | $152,861-71.1% |
| Participation rate | 60.9% | 79.3%-18.5pp | 76.9%-16.0pp | 82.4%-21.6pp |
| Annual return | 14.75% | 28.10%-13.3pp | 28.19%-13.4pp | 345.32%-330.6pp |
| Employer contribution / active EE | $1,869 | $3,220-42.0% | $2,521-25.9% | $4,762-60.7% |
| Participant deferral / active EE | $2,743 | $4,778-42.6% | $4,049-32.3% | $5,850-53.1% |
| Admin fee / account holder | $106,701 | $12,205+774.2% | $7,497+1323.3% | $11,596+820.1% |