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 | $47,830 | $60,124-20.4% | $90,404-47.1% | $79,858-40.1% |
| Participation rate | 64.8% | 65.0%-0.2pp | 72.7%-7.9pp | 69.6%-4.8pp |
| Annual return | 12.56% | 71.94%-59.4pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $392 | $2,068-81.0% | $3,262-88.0% | $2,471-84.1% |
| Participant deferral / active EE | $2,075 | $2,938-29.4% | $3,963-47.6% | $3,740-44.5% |
| Admin fee / account holder | $2,250 | $3,976-43.4% | $5,611-59.9% | $5,306-57.6% |