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 | $41,823 | $48,570-13.9% | $130,648-68.0% | $72,985-42.7% |
| Participation rate | 52.3% | 58.6%-6.3pp | 71.7%-19.5pp | 69.5%-17.2pp |
| Annual return | 21.80% | 38.63%-16.8pp | 1708.96%-1687.2pp | 81.00%-59.2pp |
| Employer contribution / active EE | $714 | $1,334-46.5% | $4,092-82.6% | $2,440-70.7% |
| Participant deferral / active EE | $1,141 | $2,384-52.1% | $3,603-68.3% | $3,607-68.4% |
| Admin fee / account holder | $800 | $3,549-77.5% | $5,464-85.4% | $5,124-84.4% |