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 | $51,966 | $51,576+0.8% | $129,207-59.8% | $80,856-35.7% |
| Participation rate | 45.5% | 57.0%-11.5pp | 69.6%-24.2pp | 67.6%-22.2pp |
| Annual return | 16.93% | 20.81%-3.9pp | 9417.33%-9400.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $638 | $1,584-59.7% | $4,153-84.6% | $2,755-76.8% |
| Participant deferral / active EE | $2,192 | $2,669-17.9% | $4,168-47.4% | $4,296-49.0% |
| Admin fee / account holder | $3,763 | $4,305-12.6% | $7,715-51.2% | $6,918-45.6% |