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 | $51,126 | $58,851-13.1% | $115,157-55.6% | $72,985-29.9% |
| Participation rate | 33.9% | 65.5%-31.6pp | 75.9%-42.0pp | 69.5%-35.6pp |
| Annual return | 23.36% | 23.16%+0.2pp | 35.60%-12.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,125 | $1,798-37.4% | $3,179-64.6% | $2,440-53.9% |
| Participant deferral / active EE | $1,730 | $2,643-34.5% | $4,168-58.5% | $3,607-52.0% |
| Admin fee / account holder | $8,696 | $6,370+36.5% | $7,088+22.7% | $5,124+69.7% |