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 | $48,034 | $102,604-53.2% | $86,188-44.3% | $139,434-65.6% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.0%+0.6pp | 80.3%-10.8pp |
| Annual return | 13.02% | 1922.51%-1909.5pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $570 | $3,032-81.2% | $2,380-76.1% | $4,751-88.0% |
| Participant deferral / active EE | $2,925 | $4,676-37.4% | $3,985-26.6% | $6,710-56.4% |
| Admin fee / account holder | $3,005 | $8,657-65.3% | $6,852-56.1% | $11,403-73.6% |