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 | $85,413 | $51,576+65.6% | $129,207-33.9% | $80,856+5.6% |
| Participation rate | 19.5% | 57.0%-37.5pp | 69.6%-50.1pp | 67.6%-48.1pp |
| Annual return | 21.09% | 20.81%+0.3pp | 9417.33%-9396.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $669 | $1,584-57.8% | $4,153-83.9% | $2,755-75.7% |
| Participant deferral / active EE | $1,177 | $2,669-55.9% | $4,168-71.8% | $4,296-72.6% |
| Admin fee / account holder | $14,395 | $4,305+234.4% | $7,715+86.6% | $6,918+108.1% |