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 | $33,930 | $51,576-34.2% | $129,207-73.7% | $80,856-58.0% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 30.90% | 20.81%+10.1pp | 9417.33%-9386.4pp | 35.59%-4.7pp |
| Employer contribution / active EE | $2,250 | $1,584+42.1% | $4,153-45.8% | $2,755-18.3% |
| Participant deferral / active EE | $3,120 | $2,669+16.9% | $4,168-25.1% | $4,296-27.4% |
| Admin fee / account holder | $2,554 | $4,305-40.7% | $7,715-66.9% | $6,918-63.1% |