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 | $51,207 | $77,899-34.3% | $149,673-65.8% | $75,163-31.9% |
| Participation rate | 43.3% | 65.6%-22.3pp | 78.8%-35.5pp | 67.2%-23.9pp |
| Annual return | 15.66% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $812 | $3,137-74.1% | $4,818-83.1% | $2,670-69.6% |
| Participant deferral / active EE | $1,799 | $3,411-47.3% | $5,680-68.3% | $4,125-56.4% |
| Admin fee / account holder | $1,849 | $5,956-69.0% | $13,210-86.0% | $5,651-67.3% |