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 | $49,065 | $106,890-54.1% | $84,015-41.6% | $152,861-67.9% |
| Participation rate | 69.2% | 75.2%-6.0pp | 69.0%+0.2pp | 82.4%-13.2pp |
| Annual return | 15.74% | 104.99%-89.2pp | 71.31%-55.6pp | 345.32%-329.6pp |
| Employer contribution / active EE | $872 | $2,734-68.1% | $1,983-56.0% | $4,762-81.7% |
| Participant deferral / active EE | $1,798 | $4,011-55.2% | $3,239-44.5% | $5,850-69.3% |
| Admin fee / account holder | $787 | $8,285-90.5% | $6,101-87.1% | $11,596-93.2% |