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 | $48,716 | $89,355-45.5% | $141,162-65.5% | $72,985-33.3% |
| Participation rate | 38.1% | 75.1%-37.0pp | 82.5%-44.4pp | 69.5%-31.4pp |
| Annual return | 23.78% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,499 | $3,114-51.9% | $4,735-68.3% | $2,440-38.5% |
| Participant deferral / active EE | $3,309 | $5,418-38.9% | $6,709-50.7% | $3,607-8.3% |
| Admin fee / account holder | $369 | $5,958-93.8% | $10,261-96.4% | $5,124-92.8% |