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 | $49,625 | $51,576-3.8% | $129,207-61.6% | $80,856-38.6% |
| Participation rate | 54.3% | 57.0%-2.7pp | 69.6%-15.3pp | 67.6%-13.4pp |
| Annual return | 13.53% | 20.81%-7.3pp | 9417.33%-9403.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,047 | $1,584-33.9% | $4,153-74.8% | $2,755-62.0% |
| Participant deferral / active EE | $2,037 | $2,669-23.7% | $4,168-51.1% | $4,296-52.6% |
| Admin fee / account holder | $5,202 | $4,305+20.8% | $7,715-32.6% | $6,918-24.8% |