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 | $49,186 | $51,576-4.6% | $129,207-61.9% | $80,856-39.2% |
| Participation rate | 38.5% | 57.0%-18.5pp | 69.6%-31.2pp | 67.6%-29.2pp |
| Annual return | 12.76% | 20.81%-8.0pp | 9417.33%-9404.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $768 | $2,669-71.2% | $4,168-81.6% | $4,296-82.1% |
| Admin fee / account holder | $1,735 | $4,305-59.7% | $7,715-77.5% | $6,918-74.9% |