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 | $47,464 | $115,882-59.0% | $100,516-52.8% | $158,922-70.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 17.65% | 34.79%-17.1pp | 30.89%-13.2pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,340 | $4,103-67.3% | $3,418-60.8% | $4,761-71.9% |
| Participant deferral / active EE | $5,683 | $6,674-14.9% | $6,270-9.4% | $5,982-5.0% |
| Admin fee / account holder | $969 | $10,995-91.2% | $8,081-88.0% | $11,246-91.4% |