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 | $46,678 | $56,317-17.1% | $71,209-34.4% | $74,304-37.2% |
| Participation rate | 42.1% | 55.1%-13.1pp | 73.8%-31.7pp | 60.3%-18.3pp |
| Annual return | 16.23% | 42.83%-26.6pp | 282.51%-266.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,114 | $2,160-48.4% | $2,721-59.1% | $2,241-50.3% |
| Participant deferral / active EE | $1,997 | $2,788-28.4% | $4,175-52.2% | $3,767-47.0% |
| Admin fee / account holder | $10,197 | $2,290+345.4% | $5,349+90.6% | $2,969+243.5% |