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 | $34,702 | $51,576-32.7% | $129,207-73.1% | $80,856-57.1% |
| Participation rate | 65.6% | 57.0%+8.6pp | 69.6%-4.0pp | 67.6%-2.0pp |
| Annual return | 11.83% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,471 | $1,584-7.1% | $4,153-64.6% | $2,755-46.6% |
| Participant deferral / active EE | $1,708 | $2,669-36.0% | $4,168-59.0% | $4,296-60.2% |
| Admin fee / account holder | $3,631 | $4,305-15.7% | $7,715-52.9% | $6,918-47.5% |