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 | $62,309 | $48,230+29.2% | $67,502-7.7% | $80,856-22.9% |
| Participation rate | 51.1% | 66.4%-15.3pp | 72.9%-21.8pp | 67.6%-16.6pp |
| Annual return | 15.73% | 18.28%-2.6pp | 3512.12%-3496.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $569 | $2,020-71.8% | $2,731-79.2% | $2,755-79.4% |
| Participant deferral / active EE | $2,204 | $2,924-24.6% | $4,000-44.9% | $4,296-48.7% |
| Admin fee / account holder | $736 | $3,681-80.0% | $3,998-81.6% | $6,918-89.4% |