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 | $50,042 | $109,413-54.3% | $156,263-68.0% | $84,808-41.0% |
| Participation rate | 42.6% | 72.7%-30.1pp | 78.9%-36.3pp | 68.3%-25.7pp |
| Annual return | 20.65% | 20.18%+0.5pp | 59.47%-38.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,606 | $2,907-44.7% | $4,333-62.9% | $2,631-38.9% |
| Participant deferral / active EE | $3,229 | $4,590-29.6% | $6,158-47.6% | $4,212-23.3% |
| Admin fee / account holder | $36,748 | $9,357+292.7% | $14,255+157.8% | $7,344+400.4% |