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 | $42,132 | $77,899-45.9% | $149,673-71.9% | $75,163-43.9% |
| Participation rate | 50.5% | 65.6%-15.0pp | 78.8%-28.2pp | 67.2%-16.6pp |
| Annual return | 16.49% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,474 | $3,137-53.0% | $4,818-69.4% | $2,670-44.8% |
| Participant deferral / active EE | $4,029 | $3,411+18.1% | $5,680-29.1% | $4,125-2.3% |
| Admin fee / account holder | $4,859 | $5,956-18.4% | $13,210-63.2% | $5,651-14.0% |