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 | $57,716 | $111,754-48.4% | $103,333-44.1% | $145,922-60.4% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 9.80% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,172 | $4,212-48.4% | $3,868-43.8% | $4,660-53.4% |
| Participant deferral / active EE | $3,294 | $5,619-41.4% | $5,057-34.9% | $6,688-50.7% |
| Admin fee / account holder | $5,466 | $9,750-43.9% | $8,355-34.6% | $13,397-59.2% |