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 | $48,937 | $95,803-48.9% | $113,168-56.8% | $84,808-42.3% |
| Participation rate | 68.6% | 72.9%-4.2pp | 76.6%-7.9pp | 68.3%+0.3pp |
| Annual return | 48.03% | 25.00%+23.0pp | 24.27%+23.8pp | 40.90%+7.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,472 | $4,242-18.2% | $5,107-32.0% | $4,212-17.6% |
| Admin fee / account holder | $365 | $8,989-95.9% | $12,068-97.0% | $7,344-95.0% |