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 | $45,205 | $85,766-47.3% | $136,294-66.8% | $70,131-35.5% |
| Participation rate | 58.9% | 74.2%-15.2pp | 81.9%-23.0pp | 69.5%-10.6pp |
| Annual return | 15.88% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,776 | $2,966-40.1% | $4,695-62.2% | $2,342-24.2% |
| Participant deferral / active EE | $3,511 | $5,051-30.5% | $6,247-43.8% | $3,332+5.4% |
| Admin fee / account holder | $2,194 | $5,420-59.5% | $9,243-76.3% | $4,645-52.8% |