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 9-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 | $46,192 | $81,248-43.1% | $155,509-70.3% | $80,856-42.9% |
| Participation rate | 26.5% | 66.2%-39.8pp | 78.2%-51.7pp | 67.6%-41.2pp |
| Annual return | 10.86% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,530 | $3,100-50.7% | $4,672-67.3% | $2,755-44.5% |
| Participant deferral / active EE | $1,530 | $3,452-55.7% | $5,626-72.8% | $4,296-64.4% |
| Admin fee / account holder | $2,306 | $7,997-71.2% | $15,912-85.5% | $6,918-66.7% |