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 8-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 | $58,973 | $54,517+8.2% | $75,972-22.4% | $74,495-20.8% |
| Participation rate | 56.6% | 60.3%-3.7pp | 69.1%-12.5pp | 67.2%-10.6pp |
| Annual return | 13.47% | 31.82%-18.3pp | 359.55%-346.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,419 | $1,777-20.2% | $2,685-47.2% | $2,623-45.9% |
| Participant deferral / active EE | $2,641 | $3,066-13.9% | $4,255-37.9% | $4,346-39.2% |
| Admin fee / account holder | $3,577 | $2,229+60.5% | $6,467-44.7% | $1,942+84.2% |