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 | $49,553 | $89,753-44.8% | $107,525-53.9% | $84,808-41.6% |
| Participation rate | 62.2% | 68.1%-5.8pp | 75.1%-12.9pp | 68.3%-6.1pp |
| Annual return | 17.44% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,384 | $3,113-55.5% | $3,754-63.1% | $2,631-47.4% |
| Participant deferral / active EE | $3,208 | $4,056-20.9% | $5,116-37.3% | $4,212-23.8% |
| Admin fee / account holder | $460 | $7,222-93.6% | $8,919-94.8% | $7,344-93.7% |