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 | $49,444 | $51,576-4.1% | $129,207-61.7% | $80,856-38.9% |
| Participation rate | 48.5% | 57.0%-8.4pp | 69.6%-21.1pp | 67.6%-19.1pp |
| Annual return | 11.46% | 20.81%-9.3pp | 9417.33%-9405.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,415 | $1,584-10.6% | $4,153-65.9% | $2,755-48.6% |
| Participant deferral / active EE | $1,682 | $2,669-37.0% | $4,168-59.6% | $4,296-60.8% |
| Admin fee / account holder | $7,338 | $4,305+70.4% | $7,715-4.9% | $6,918+6.1% |