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 | $49,311 | $49,915-1.2% | $154,803-68.1% | $74,304-33.6% |
| Participation rate | 39.7% | 54.0%-14.2pp | 78.1%-38.4pp | 60.3%-20.6pp |
| Annual return | 28.44% | 34.06%-5.6pp | 58.88%-30.4pp | 29.43%-1.0pp |
| Employer contribution / active EE | $972 | $1,611-39.7% | $4,305-77.4% | $2,241-56.6% |
| Participant deferral / active EE | $1,740 | $2,255-22.8% | $5,540-68.6% | $3,767-53.8% |
| Admin fee / account holder | $14,725 | $2,189+572.7% | $14,329+2.8% | $2,969+396.0% |