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 | $40,030 | $51,576-22.4% | $129,207-69.0% | $80,856-50.5% |
| Participation rate | 59.5% | 57.0%+2.5pp | 69.6%-10.2pp | 67.6%-8.2pp |
| Annual return | 16.76% | 20.81%-4.0pp | 9417.33%-9400.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,977 | $1,584+88.0% | $4,153-28.3% | $2,755+8.1% |
| Participant deferral / active EE | $2,491 | $2,669-6.7% | $4,168-40.2% | $4,296-42.0% |
| Admin fee / account holder | $7,199 | $4,305+67.2% | $7,715-6.7% | $6,918+4.1% |