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 | $51,137 | $98,750-48.2% | $149,696-65.8% | $79,858-36.0% |
| Participation rate | 43.8% | 75.8%-32.0pp | 82.5%-38.7pp | 69.6%-25.9pp |
| Annual return | 22.27% | 27.43%-5.2pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $882 | $3,216-72.6% | $4,644-81.0% | $2,471-64.3% |
| Participant deferral / active EE | $2,590 | $5,680-54.4% | $6,842-62.1% | $3,740-30.8% |
| Admin fee / account holder | $608 | $6,053-90.0% | $9,309-93.5% | $5,306-88.5% |