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 | $38,598 | $51,576-25.2% | $129,207-70.1% | $80,856-52.3% |
| Participation rate | 56.5% | 57.0%-0.5pp | 69.6%-13.1pp | 67.6%-11.1pp |
| Annual return | 16.11% | 20.81%-4.7pp | 9417.33%-9401.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $966 | $1,584-39.0% | $4,153-76.7% | $2,755-64.9% |
| Participant deferral / active EE | $3,382 | $2,669+26.7% | $4,168-18.8% | $4,296-21.3% |
| Admin fee / account holder | $6,028 | $4,305+40.0% | $7,715-21.9% | $6,918-12.9% |