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 | $41,262 | $105,181-60.8% | $159,436-74.1% | $85,850-51.9% |
| Participation rate | 64.6% | 75.8%-11.2pp | 82.8%-18.2pp | 69.3%-4.7pp |
| Annual return | 13.32% | 45.07%-31.8pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,675 | $3,318-49.5% | $4,829-65.3% | $2,565-34.7% |
| Participant deferral / active EE | $4,992 | $5,945-16.0% | $7,352-32.1% | $3,952+26.3% |
| Admin fee / account holder | $4,056 | $6,933-41.5% | $10,799-62.4% | $6,260-35.2% |