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 | $48,668 | $81,460-40.3% | $103,333-52.9% | $80,856-39.8% |
| Participation rate | 50.8% | 66.8%-16.0pp | 74.5%-23.7pp | 67.6%-16.8pp |
| Annual return | 11.52% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,732 | $3,105-44.2% | $3,868-55.2% | $2,755-37.1% |
| Participant deferral / active EE | $2,256 | $3,869-41.7% | $5,057-55.4% | $4,296-47.5% |
| Admin fee / account holder | $3,328 | $6,566-49.3% | $8,355-60.2% | $6,918-51.9% |