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 9-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 | $31,875 | $51,576-38.2% | $129,207-75.3% | $80,856-60.6% |
| Participation rate | 44.4% | 57.0%-12.5pp | 69.6%-25.2pp | 67.6%-23.2pp |
| Annual return | 17.12% | 20.81%-3.7pp | 9417.33%-9400.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $712 | $1,584-55.1% | $4,153-82.9% | $2,755-74.2% |
| Participant deferral / active EE | $2,122 | $2,669-20.5% | $4,168-49.1% | $4,296-50.6% |
| Admin fee / account holder | $1,672 | $4,305-61.2% | $7,715-78.3% | $6,918-75.8% |