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 6-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 | $48,403 | $29,660+63.2% | $56,411-14.2% | $80,856-40.1% |
| Participation rate | 37.2% | 41.6%-4.4pp | 52.5%-15.3pp | 67.6%-30.4pp |
| Annual return | 16.29% | 35.23%-18.9pp | 1701.33%-1685.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $886 | $669+32.4% | $1,039-14.7% | $2,755-67.8% |
| Participant deferral / active EE | $3,171 | $1,226+158.7% | $1,952+62.5% | $4,296-26.2% |
| Admin fee / account holder | $4,655 | $2,428+91.7% | $2,829+64.5% | $6,918-32.7% |