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 | $47,517 | $65,365-27.3% | $92,893-48.8% | $72,985-34.9% |
| Participation rate | 46.2% | 68.3%-22.2pp | 76.0%-29.9pp | 69.5%-23.3pp |
| Annual return | 18.51% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,642 | $2,594-36.7% | $3,653-55.0% | $2,440-32.7% |
| Participant deferral / active EE | $2,922 | $3,128-6.6% | $4,236-31.0% | $3,607-19.0% |
| Admin fee / account holder | $5,793 | $4,251+36.3% | $5,7940% | $5,124+13.0% |