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 | $48,110 | $56,317-14.6% | $71,209-32.4% | $74,304-35.3% |
| Participation rate | 39.3% | 55.1%-15.8pp | 73.8%-34.4pp | 60.3%-21.0pp |
| Annual return | 14.86% | 42.83%-28.0pp | 282.51%-267.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $977 | $2,160-54.8% | $2,721-64.1% | $2,241-56.4% |
| Participant deferral / active EE | $1,998 | $2,788-28.3% | $4,175-52.1% | $3,767-47.0% |
| Admin fee / account holder | $2,583 | $2,290+12.8% | $5,349-51.7% | $2,969-13.0% |