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 | $45,092 | $58,694-23.2% | $142,863-68.4% | $85,850-47.5% |
| Participation rate | 51.9% | 58.5%-6.6pp | 71.9%-20.0pp | 69.3%-17.4pp |
| Annual return | 15.23% | 27.72%-12.5pp | 5637.54%-5622.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $952 | $1,423-33.1% | $4,144-77.0% | $2,565-62.9% |
| Participant deferral / active EE | $2,861 | $2,607+9.7% | $3,837-25.4% | $3,952-27.6% |
| Admin fee / account holder | $565 | $4,239-86.7% | $6,560-91.4% | $6,260-91.0% |