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 6-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 | $44,768 | $76,000-41.1% | $154,107-70.9% | $64,186-30.3% |
| Participation rate | 63.6% | 70.4%-6.8pp | 83.0%-19.4pp | 69.6%-5.9pp |
| Annual return | 9.07% | 30.32%-21.3pp | 735.12%-726.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $1,297 | $3,351-61.3% | $5,298-75.5% | $2,381-45.5% |
| Participant deferral / active EE | $2,375 | $3,175-25.2% | $5,081-53.2% | $3,470-31.5% |
| Admin fee / account holder | $1,210 | $5,596-78.4% | $13,411-91.0% | $4,888-75.2% |