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 | $49,687 | $107,334-53.7% | $92,893-46.5% | $152,861-67.5% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 22.02% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $911 | $4,221-78.4% | $3,653-75.1% | $4,762-80.9% |
| Participant deferral / active EE | $2,006 | $4,845-58.6% | $4,236-52.6% | $5,850-65.7% |
| Admin fee / account holder | $5,272 | $7,079-25.5% | $5,794-9.0% | $11,596-54.5% |