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 | $72,350 | $51,576+40.3% | $129,207-44.0% | $80,856-10.5% |
| Participation rate | 38.3% | 57.0%-18.7pp | 69.6%-31.3pp | 67.6%-29.3pp |
| Annual return | 11.31% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $958 | $1,584-39.5% | $4,153-76.9% | $2,755-65.2% |
| Participant deferral / active EE | $1,929 | $2,669-27.7% | $4,168-53.7% | $4,296-55.1% |
| Admin fee / account holder | $22,693 | $4,305+427.1% | $7,715+194.2% | $6,918+228.0% |