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 | $41,324 | $53,516-22.8% | $126,539-67.3% | $84,808-51.3% |
| Participation rate | 29.0% | 58.2%-29.2pp | 69.8%-40.8pp | 68.3%-39.3pp |
| Annual return | 21.04% | 58.34%-37.3pp | 425.95%-404.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,043 | $2,671-60.9% | $4,083-74.4% | $4,212-75.2% |
| Admin fee / account holder | $2,193 | $4,497-51.2% | $6,065-63.8% | $7,344-70.1% |