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 | $48,465 | $54,705-11.4% | $71,209-31.9% | $84,808-42.9% |
| Participation rate | 34.8% | 64.1%-29.3pp | 73.8%-39.0pp | 68.3%-33.5pp |
| Annual return | 15.19% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $916 | $2,158-57.6% | $2,721-66.3% | $2,631-65.2% |
| Participant deferral / active EE | $2,433 | $3,030-19.7% | $4,175-41.7% | $4,212-42.2% |
| Admin fee / account holder | $4,074 | $4,863-16.2% | $5,349-23.8% | $7,344-44.5% |