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 | $31,343 | $51,576-39.2% | $129,207-75.7% | $80,856-61.2% |
| Participation rate | 55.7% | 57.0%-1.3pp | 69.6%-13.9pp | 67.6%-12.0pp |
| Annual return | 15.19% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,322 | $1,584-16.5% | $4,153-68.2% | $2,755-52.0% |
| Participant deferral / active EE | $2,599 | $2,669-2.6% | $4,168-37.6% | $4,296-39.5% |
| Admin fee / account holder | $6,794 | $4,305+57.8% | $7,715-11.9% | $6,918-1.8% |