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 | $48,575 | $165,335-70.6% | $149,696-67.6% | $158,922-69.4% |
| Participation rate | 43.8% | 84.6%-40.8pp | 82.5%-38.7pp | 82.0%-38.2pp |
| Annual return | 17.07% | 348.15%-331.1pp | 276.60%-259.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,985 | $5,103-61.1% | $4,644-57.3% | $4,761-58.3% |
| Participant deferral / active EE | $4,339 | $7,181-39.6% | $6,842-36.6% | $5,982-27.5% |
| Admin fee / account holder | $3,203 | $10,807-70.4% | $9,309-65.6% | $11,246-71.5% |