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 | $36,223 | $51,576-29.8% | $129,207-72.0% | $80,856-55.2% |
| Participation rate | 55.6% | 57.0%-1.4pp | 69.6%-14.1pp | 67.6%-12.1pp |
| Annual return | 27.69% | 20.81%+6.9pp | 9417.33%-9389.6pp | 35.59%-7.9pp |
| Employer contribution / active EE | $311 | $1,584-80.3% | $4,153-92.5% | $2,755-88.7% |
| Participant deferral / active EE | $1,288 | $2,669-51.7% | $4,168-69.1% | $4,296-70.0% |
| Admin fee / account holder | $1,639 | $4,305-61.9% | $7,715-78.8% | $6,918-76.3% |