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 | $57,243 | $58,694-2.5% | $142,863-59.9% | $85,850-33.3% |
| Participation rate | 48.4% | 58.5%-10.0pp | 71.9%-23.5pp | 69.3%-20.9pp |
| Annual return | 13.86% | 27.72%-13.9pp | 5637.54%-5623.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $444 | $1,423-68.8% | $4,144-89.3% | $2,565-82.7% |
| Participant deferral / active EE | $1,493 | $2,607-42.7% | $3,837-61.1% | $3,952-62.2% |
| Admin fee / account holder | $5,643 | $4,239+33.1% | $6,560-14.0% | $6,260-9.9% |