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 | $67,189 | $52,406+28.2% | $129,207-48.0% | $74,495-9.8% |
| Participation rate | 31.0% | 53.8%-22.8pp | 69.6%-38.7pp | 67.2%-36.2pp |
| Annual return | 19.60% | 15.66%+3.9pp | 9417.33%-9397.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $838 | $1,531-45.3% | $4,153-79.8% | $2,623-68.1% |
| Participant deferral / active EE | $1,869 | $2,794-33.1% | $4,168-55.2% | $4,346-57.0% |
| Admin fee / account holder | $4,332 | $2,633+64.5% | $7,715-43.8% | $1,942+123.1% |