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 | $35,766 | $51,576-30.7% | $129,207-72.3% | $80,856-55.8% |
| Participation rate | 41.9% | 57.0%-15.1pp | 69.6%-27.8pp | 67.6%-25.8pp |
| Annual return | 21.77% | 20.81%+1.0pp | 9417.33%-9395.6pp | 35.59%-13.8pp |
| Employer contribution / active EE | $876 | $1,584-44.7% | $4,153-78.9% | $2,755-68.2% |
| Participant deferral / active EE | $3,508 | $2,669+31.4% | $4,168-15.8% | $4,296-18.3% |
| Admin fee / account holder | $6,379 | $4,305+48.2% | $7,715-17.3% | $6,918-7.8% |