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 | $54,229 | $104,251-48.0% | $91,001-40.4% | $147,584-63.3% |
| Participation rate | 52.6% | 78.2%-25.6pp | 75.6%-23.0pp | 82.8%-30.2pp |
| Annual return | 13.84% | 27.06%-13.2pp | 4.60%+9.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,082 | $3,116-65.3% | $2,456-55.9% | $4,876-77.8% |
| Participant deferral / active EE | $1,565 | $4,195-62.7% | $3,547-55.9% | $5,439-71.2% |
| Admin fee / account holder | $430 | $8,948-95.2% | $5,417-92.1% | $10,885-96.1% |