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 | $48,364 | $48,570-0.4% | $130,648-63.0% | $72,985-33.7% |
| Participation rate | 68.0% | 58.6%+9.4pp | 71.7%-3.7pp | 69.5%-1.5pp |
| Annual return | 20.73% | 38.63%-17.9pp | 1708.96%-1688.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,008 | $1,334-24.4% | $4,092-75.4% | $2,440-58.7% |
| Participant deferral / active EE | $2,987 | $2,384+25.3% | $3,603-17.1% | $3,607-17.2% |
| Admin fee / account holder | $374 | $3,549-89.5% | $5,464-93.2% | $5,124-92.7% |