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 | $51,465 | $67,331-23.6% | $60,874-15.5% | $134,475-61.7% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | 19.67% | 49.93%-30.3pp | 16.90%+2.8pp | 417.96%-398.3pp |
| Employer contribution / active EE | $4,141 | $3,096+33.7% | $2,701+53.3% | $4,740-12.6% |
| Participant deferral / active EE | $4,848 | $4,538+6.8% | $3,817+27.0% | $6,400-24.3% |
| Admin fee / account holder | $5,370 | $4,582+17.2% | $3,224+66.5% | $11,426-53.0% |