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 | $36,245 | $76,000-52.3% | $154,107-76.5% | $64,186-43.5% |
| Participation rate | 39.2% | 70.4%-31.2pp | 83.0%-43.8pp | 69.6%-30.4pp |
| Annual return | 10.99% | 30.32%-19.3pp | 735.12%-724.1pp | 7.63%+3.4pp |
| Employer contribution / active EE | $519 | $3,351-84.5% | $5,298-90.2% | $2,381-78.2% |
| Participant deferral / active EE | $1,265 | $3,175-60.2% | $5,081-75.1% | $3,470-63.5% |
| Admin fee / account holder | $427 | $5,596-92.4% | $13,411-96.8% | $4,888-91.3% |