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 | $46,788 | $127,065-63.2% | $113,168-58.7% | $142,382-67.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 16.58% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,003 | $3,442-70.9% | $2,975-66.3% | $4,299-76.7% |
| Participant deferral / active EE | $2,007 | $5,716-64.9% | $5,107-60.7% | $6,507-69.2% |
| Admin fee / account holder | $524 | $15,736-96.7% | $12,068-95.7% | $12,624-95.8% |