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 | $50,451 | $53,516-5.7% | $126,539-60.1% | $84,808-40.5% |
| Participation rate | 45.5% | 58.2%-12.8pp | 69.8%-24.4pp | 68.3%-22.9pp |
| Annual return | 13.88% | 58.34%-44.5pp | 425.95%-412.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,336 | $1,535-13.0% | $3,674-63.6% | $2,631-49.2% |
| Participant deferral / active EE | $1,798 | $2,671-32.7% | $4,083-56.0% | $4,212-57.3% |
| Admin fee / account holder | $5,042 | $4,497+12.1% | $6,065-16.9% | $7,344-31.3% |