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 | $45,902 | $85,202-46.1% | $172,739-73.4% | $72,985-37.1% |
| Participation rate | 30.6% | 70.1%-39.5pp | 82.6%-52.1pp | 69.5%-38.9pp |
| Annual return | 23.12% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $670 | $3,324-79.8% | $5,143-87.0% | $2,440-72.5% |
| Participant deferral / active EE | $2,072 | $3,260-36.4% | $5,198-60.1% | $3,607-42.6% |
| Admin fee / account holder | $2,758 | $5,884-53.1% | $13,954-80.2% | $5,124-46.2% |