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 | $46,801 | $80,717-42.0% | $154,803-69.8% | $84,808-44.8% |
| Participation rate | 39.3% | 66.8%-27.5pp | 78.1%-38.8pp | 68.3%-29.0pp |
| Annual return | 15.31% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,036 | $2,761-62.5% | $4,305-75.9% | $2,631-60.6% |
| Participant deferral / active EE | $2,079 | $3,303-37.0% | $5,540-62.5% | $4,212-50.6% |
| Admin fee / account holder | $14,500 | $6,746+114.9% | $14,329+1.2% | $7,344+97.4% |