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 | $47,421 | $60,124-21.1% | $90,404-47.5% | $79,858-40.6% |
| Participation rate | 51.5% | 65.0%-13.5pp | 72.7%-21.2pp | 69.6%-18.1pp |
| Annual return | 14.88% | 71.94%-57.1pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $953 | $2,068-53.9% | $3,262-70.8% | $2,471-61.4% |
| Participant deferral / active EE | $2,538 | $2,938-13.6% | $3,963-36.0% | $3,740-32.1% |
| Admin fee / account holder | $494 | $3,976-87.6% | $5,611-91.2% | $5,306-90.7% |