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 | $50,315 | $101,069-50.2% | $81,478-38.2% | $147,584-65.9% |
| Participation rate | 47.1% | 74.5%-27.4pp | 68.0%-20.9pp | 82.8%-35.8pp |
| Annual return | 16.82% | 32.40%-15.6pp | 38.78%-22.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $455 | $3,205-85.8% | $2,568-82.3% | $4,876-90.7% |
| Participant deferral / active EE | $1,084 | $4,242-74.4% | $3,537-69.3% | $5,439-80.1% |
| Admin fee / account holder | $1,189 | $5,812-79.5% | $4,561-73.9% | $10,885-89.1% |