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 | $58,778 | $54,701+7.5% | $86,188-31.8% | $71,457-17.7% |
| Participation rate | 44.7% | 60.1%-15.4pp | 69.0%-24.3pp | 67.9%-23.3pp |
| Annual return | 16.54% | 20.06%-3.5pp | 1168.45%-1151.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,317 | $1,265+4.1% | $2,380-44.7% | $2,588-49.1% |
| Participant deferral / active EE | $3,396 | $3,108+9.3% | $3,985-14.8% | $4,289-20.8% |
| Admin fee / account holder | $13,027 | $1,922+577.9% | $6,852+90.1% | $1,587+720.7% |