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 | $47,961 | $39,019+22.9% | $80,716-40.6% | $85,850-44.1% |
| Participation rate | 39.3% | 41.5%-2.3pp | 54.2%-14.9pp | 69.3%-30.0pp |
| Annual return | 26.23% | 26.27%0pp | 87.28%-61.0pp | 318.53%-292.3pp |
| Employer contribution / active EE | $637 | $722-11.8% | $1,160-45.1% | $2,565-75.2% |
| Participant deferral / active EE | $1,637 | $1,326+23.5% | $2,146-23.7% | $3,952-58.6% |
| Admin fee / account holder | $1,335 | $2,431-45.1% | $3,380-60.5% | $6,260-78.7% |