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 | $53,797 | $89,355-39.8% | $141,162-61.9% | $72,985-26.3% |
| Participation rate | 46.7% | 75.1%-28.5pp | 82.5%-35.8pp | 69.5%-22.8pp |
| Annual return | 19.46% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $959 | $3,114-69.2% | $4,735-79.7% | $2,440-60.7% |
| Participant deferral / active EE | $2,514 | $5,418-53.6% | $6,709-62.5% | $3,607-30.3% |
| Admin fee / account holder | $12,300 | $5,958+106.4% | $10,261+19.9% | $5,124+140.0% |