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 | $46,511 | $51,175-9.1% | $70,515-34.0% | $75,163-38.1% |
| Participation rate | 53.8% | 60.9%-7.1pp | 68.3%-14.5pp | 67.2%-13.3pp |
| Annual return | 13.53% | 30.02%-16.5pp | 32.77%-19.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $519 | $1,826-71.6% | $2,973-82.5% | $2,670-80.6% |
| Participant deferral / active EE | $1,536 | $2,849-46.1% | $4,567-66.4% | $4,125-62.8% |
| Admin fee / account holder | $3,053 | $4,091-25.4% | $6,412-52.4% | $5,651-46.0% |