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 | $47,589 | $217,402-78.1% | $185,823-74.4% | $167,490-71.6% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 9.48% | 148.36%-138.9pp | 122.05%-112.6pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,935 | $5,873-67.1% | $5,167-62.6% | $4,837-60.0% |
| Participant deferral / active EE | $3,667 | $6,356-42.3% | $5,568-34.1% | $6,341-42.2% |
| Admin fee / account holder | $393 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |