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 | $44,064 | $53,127-17.1% | $86,590-49.1% | $70,131-37.2% |
| Participation rate | 17.2% | 65.3%-48.1pp | 73.5%-56.3pp | 69.5%-52.3pp |
| Annual return | 17.12% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $320 | $2,068-84.5% | $2,839-88.7% | $2,342-86.3% |
| Participant deferral / active EE | $903 | $2,696-66.5% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $713 | $3,585-80.1% | $4,906-85.5% | $4,645-84.7% |