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 | $49,879 | $63,346-21.3% | $92,233-45.9% | $70,131-28.9% |
| Participation rate | 64.0% | 68.7%-4.7pp | 76.5%-12.5pp | 69.5%-5.5pp |
| Annual return | 15.51% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $614 | $2,471-75.1% | $3,679-83.3% | $2,342-73.8% |
| Participant deferral / active EE | $1,417 | $2,854-50.3% | $3,897-63.6% | $3,332-57.5% |
| Admin fee / account holder | $306 | $3,840-92.0% | $5,194-94.1% | $4,645-93.4% |