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 | $42,554 | $96,484-55.9% | $75,886-43.9% | $152,861-72.2% |
| Participation rate | 53.8% | 76.2%-22.3pp | 69.3%-15.4pp | 82.4%-28.6pp |
| Annual return | 15.06% | 33.98%-18.9pp | 30.76%-15.7pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,596 | $3,309-51.8% | $2,500-36.2% | $4,762-66.5% |
| Participant deferral / active EE | $3,474 | $4,553-23.7% | $3,603-3.6% | $5,850-40.6% |
| Admin fee / account holder | $24,658 | $8,078+205.2% | $5,418+355.1% | $11,596+112.6% |