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 | $48,106 | $63,861-24.7% | $104,607-54.0% | $79,858-39.8% |
| Participation rate | 34.5% | 64.9%-30.4pp | 74.1%-39.6pp | 69.6%-35.2pp |
| Annual return | 15.27% | 21.30%-6.0pp | 340.46%-325.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $527 | $1,588-66.8% | $2,681-80.3% | $2,471-78.7% |
| Participant deferral / active EE | $1,082 | $2,693-59.8% | $3,740-71.1% | $3,740-71.1% |
| Admin fee / account holder | $7,645 | $4,185+82.7% | $6,473+18.1% | $5,306+44.1% |