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 | $47,026 | $100,754-53.3% | $86,677-45.7% | $134,475-65.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -15.98% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,165 | $3,489-66.6% | $2,836-58.9% | $4,740-75.4% |
| Participant deferral / active EE | $3,349 | $5,338-37.3% | $4,656-28.1% | $6,400-47.7% |
| Admin fee / account holder | $2,564 | $10,926-76.5% | $7,493-65.8% | $11,426-77.6% |