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 | $48,911 | $117,381-58.3% | $99,443-50.8% | $152,861-68.0% |
| Participation rate | 46.2% | 77.5%-31.4pp | 73.8%-27.7pp | 82.4%-36.3pp |
| Annual return | 16.31% | 31.87%-15.6pp | 30.72%-14.4pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,275 | $3,013-57.7% | $2,540-49.8% | $4,762-73.2% |
| Participant deferral / active EE | $4,221 | $4,086+3.3% | $3,619+16.6% | $5,850-27.8% |
| Admin fee / account holder | $13,726 | $7,631+79.9% | $6,250+119.6% | $11,596+18.4% |