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 | $41,582 | $112,881-63.2% | $90,951-54.3% | $158,922-73.8% |
| Participation rate | 47.6% | 74.7%-27.1pp | 69.0%-21.4pp | 82.0%-34.3pp |
| Annual return | 9.09% | 215.79%-206.7pp | 134.60%-125.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $843 | $2,893-70.9% | $2,122-60.3% | $4,761-82.3% |
| Participant deferral / active EE | $1,399 | $4,128-66.1% | $3,373-58.5% | $5,982-76.6% |
| Admin fee / account holder | $2,066 | $8,041-74.3% | $5,959-65.3% | $11,246-81.6% |