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 | $24,325 | $48,230-49.6% | $67,502-64.0% | $80,856-69.9% |
| Participation rate | 57.6% | 66.4%-8.7pp | 72.9%-15.2pp | 67.6%-10.0pp |
| Annual return | 20.50% | 18.28%+2.2pp | 3512.12%-3491.6pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,349 | $2,020-33.2% | $2,731-50.6% | $2,755-51.0% |
| Participant deferral / active EE | $1,646 | $2,924-43.7% | $4,000-58.8% | $4,296-61.7% |
| Admin fee / account holder | $1,937 | $3,681-47.4% | $3,998-51.5% | $6,918-72.0% |