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 7-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 | $48,785 | $48,7950% | $65,493-25.5% | $84,808-42.5% |
| Participation rate | 38.3% | 67.0%-28.7pp | 73.1%-34.8pp | 68.3%-30.0pp |
| Annual return | 19.19% | 20.20%-1.0pp | 982.45%-963.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $760 | $1,930-60.6% | $2,574-70.5% | $2,631-71.1% |
| Participant deferral / active EE | $1,933 | $2,928-34.0% | $3,961-51.2% | $4,212-54.1% |
| Admin fee / account holder | $1,146 | $3,877-70.4% | $5,028-77.2% | $7,344-84.4% |