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 | $65,794 | $48,570+35.5% | $130,648-49.6% | $72,985-9.9% |
| Participation rate | 28.8% | 58.6%-29.7pp | 71.7%-42.9pp | 69.5%-40.6pp |
| Annual return | 20.15% | 38.63%-18.5pp | 1708.96%-1688.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $747 | $1,334-44.0% | $4,092-81.7% | $2,440-69.4% |
| Participant deferral / active EE | $1,398 | $2,384-41.4% | $3,603-61.2% | $3,607-61.3% |
| Admin fee / account holder | $898 | $3,549-74.7% | $5,464-83.6% | $5,124-82.5% |