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 | $46,066 | $69,518-33.7% | $59,878-23.1% | $135,375-66.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | 4.82% | 7.94%-3.1pp | 3.46%+1.4pp | 519.73%-514.9pp |
| Employer contribution / active EE | $2,512 | $3,235-22.3% | $2,722-7.7% | $4,779-47.4% |
| Participant deferral / active EE | $5,117 | $4,206+21.7% | $3,402+50.4% | $5,609-8.8% |
| Admin fee / account holder | $367 | $5,734-93.6% | $3,590-89.8% | $10,827-96.6% |