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 8-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 | $56,981 | $51,576+10.5% | $129,207-55.9% | $80,856-29.5% |
| Participation rate | 46.2% | 57.0%-10.8pp | 69.6%-23.5pp | 67.6%-21.5pp |
| Annual return | 11.88% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,502 | $1,584-5.1% | $4,153-63.8% | $2,755-45.5% |
| Participant deferral / active EE | $3,522 | $2,669+32.0% | $4,168-15.5% | $4,296-18.0% |
| Admin fee / account holder | $2,493 | $4,305-42.1% | $7,715-67.7% | $6,918-64.0% |