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 | $46,930 | $48,570-3.4% | $130,648-64.1% | $72,985-35.7% |
| Participation rate | 34.6% | 58.6%-24.0pp | 71.7%-37.1pp | 69.5%-34.9pp |
| Annual return | 19.19% | 38.63%-19.4pp | 1708.96%-1689.8pp | 81.00%-61.8pp |
| Employer contribution / active EE | $711 | $1,334-46.7% | $4,092-82.6% | $2,440-70.9% |
| Participant deferral / active EE | $959 | $2,384-59.8% | $3,603-73.4% | $3,607-73.4% |
| Admin fee / account holder | $5,952 | $3,549+67.7% | $5,464+8.9% | $5,124+16.1% |