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 | $46,423 | $112,881-58.9% | $90,951-49.0% | $158,922-70.8% |
| Participation rate | 29.2% | 74.7%-45.6pp | 69.0%-39.8pp | 82.0%-52.8pp |
| Annual return | 12.97% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $754 | $2,893-73.9% | $2,122-64.4% | $4,761-84.2% |
| Participant deferral / active EE | $1,255 | $4,128-69.6% | $3,373-62.8% | $5,982-79.0% |
| Admin fee / account holder | $925 | $8,041-88.5% | $5,959-84.5% | $11,246-91.8% |