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 | $48,517 | $85,202-43.1% | $172,739-71.9% | $72,985-33.5% |
| Participation rate | 65.4% | 70.1%-4.7pp | 82.6%-17.3pp | 69.5%-4.1pp |
| Annual return | 23.15% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,410 | $3,260-26.1% | $5,198-53.6% | $3,607-33.2% |
| Admin fee / account holder | $24,773 | $5,884+321.0% | $13,954+77.5% | $5,124+383.4% |