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 | $41,874 | $54,573-23.3% | $90,951-54.0% | $73,488-43.0% |
| Participation rate | 46.6% | 61.2%-14.6pp | 69.0%-22.4pp | 70.7%-24.1pp |
| Annual return | 11.77% | 16.69%-4.9pp | 134.60%-122.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $664 | $991-33.0% | $2,122-68.7% | $2,270-70.7% |
| Participant deferral / active EE | $1,906 | $2,517-24.3% | $3,373-43.5% | $3,740-49.0% |
| Admin fee / account holder | $3,302 | $521+533.3% | $5,959-44.6% | $513+543.6% |