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 5-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 | $46,112 | $74,888-38.4% | $71,209-35.2% | $142,382-67.6% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 23.01% | 345.14%-322.1pp | 282.51%-259.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,138 | $2,854-60.1% | $2,721-58.2% | $4,299-73.5% |
| Participant deferral / active EE | $4,058 | $4,454-8.9% | $4,175-2.8% | $6,507-37.6% |
| Admin fee / account holder | $4,042 | $5,568-27.4% | $5,349-24.4% | $12,624-68.0% |