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 | $40,381 | $53,127-24.0% | $86,590-53.4% | $70,131-42.4% |
| Participation rate | 48.1% | 65.3%-17.2pp | 73.5%-25.4pp | 69.5%-21.4pp |
| Annual return | 18.22% | 27.66%-9.4pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,214 | $2,068-41.3% | $2,839-57.3% | $2,342-48.2% |
| Participant deferral / active EE | $2,323 | $2,696-13.8% | $3,609-35.6% | $3,332-30.3% |
| Admin fee / account holder | $3,159 | $3,585-11.9% | $4,906-35.6% | $4,645-32.0% |