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 | $64,470 | $27,839+131.6% | $58,482+10.2% | $71,457-9.8% |
| Participation rate | 51.5% | 34.5%+16.9pp | 50.9%+0.6pp | 67.9%-16.4pp |
| Annual return | 15.58% | 26.81%-11.2pp | 4239.32%-4223.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,533 | $631+143.0% | $1,053+45.5% | $2,588-40.8% |
| Participant deferral / active EE | $3,638 | $1,206+201.6% | $1,924+89.1% | $4,289-15.2% |
| Admin fee / account holder | $12,314 | $1,641+650.5% | $2,516+389.4% | $1,587+675.8% |