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 | $45,334 | $51,576-12.1% | $129,207-64.9% | $80,856-43.9% |
| Participation rate | 36.1% | 57.0%-20.9pp | 69.6%-33.5pp | 67.6%-31.5pp |
| Annual return | 14.31% | 20.81%-6.5pp | 9417.33%-9403.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $981 | $1,584-38.1% | $4,153-76.4% | $2,755-64.4% |
| Participant deferral / active EE | $2,304 | $2,669-13.7% | $4,168-44.7% | $4,296-46.4% |
| Admin fee / account holder | $18,525 | $4,305+330.3% | $7,715+140.1% | $6,918+167.8% |