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 | $59,379 | $48,570+22.3% | $130,648-54.6% | $72,985-18.6% |
| Participation rate | 46.8% | 58.6%-11.8pp | 71.7%-25.0pp | 69.5%-22.7pp |
| Annual return | 23.66% | 38.63%-15.0pp | 1708.96%-1685.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $735 | $1,334-44.9% | $4,092-82.0% | $2,440-69.9% |
| Participant deferral / active EE | $1,491 | $2,384-37.4% | $3,603-58.6% | $3,607-58.7% |
| Admin fee / account holder | $636 | $3,549-82.1% | $5,464-88.4% | $5,124-87.6% |