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 | $36,405 | $51,576-29.4% | $129,207-71.8% | $80,856-55.0% |
| Participation rate | 48.7% | 57.0%-8.3pp | 69.6%-20.9pp | 67.6%-18.9pp |
| Annual return | 15.21% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $467 | $1,584-70.5% | $4,153-88.8% | $2,755-83.1% |
| Participant deferral / active EE | $2,004 | $2,669-24.9% | $4,168-51.9% | $4,296-53.4% |
| Admin fee / account holder | $1,203 | $4,305-72.1% | $7,715-84.4% | $6,918-82.6% |