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 | $66,055 | $85,766-23.0% | $136,294-51.5% | $70,131-5.8% |
| Participation rate | 68.8% | 74.2%-5.4pp | 81.9%-13.2pp | 69.5%-0.8pp |
| Annual return | 17.72% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,551 | $2,966-47.7% | $4,695-67.0% | $2,342-33.8% |
| Participant deferral / active EE | $2,988 | $5,051-40.9% | $6,247-52.2% | $3,332-10.3% |
| Admin fee / account holder | $567 | $5,420-89.5% | $9,243-93.9% | $4,645-87.8% |