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 | $79,774 | $51,576+54.7% | $129,207-38.3% | $80,856-1.3% |
| Participation rate | 22.2% | 57.0%-34.8pp | 69.6%-47.4pp | 67.6%-45.4pp |
| Annual return | 20.06% | 20.81%-0.8pp | 9417.33%-9397.3pp | 35.59%-15.5pp |
| Employer contribution / active EE | $607 | $1,584-61.7% | $4,153-85.4% | $2,755-78.0% |
| Participant deferral / active EE | $1,186 | $2,669-55.6% | $4,168-71.5% | $4,296-72.4% |
| Admin fee / account holder | $4,241 | $4,305-1.5% | $7,715-45.0% | $6,918-38.7% |