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 | $45,638 | $56,114-18.7% | $96,139-52.5% | $85,850-46.8% |
| Participation rate | 34.4% | 56.7%-22.3pp | 68.4%-34.0pp | 69.3%-34.9pp |
| Annual return | 36.80% | 42.30%-5.5pp | 191.94%-155.1pp | 318.53%-281.7pp |
| Employer contribution / active EE | $854 | $1,620-47.3% | $2,797-69.5% | $2,565-66.7% |
| Participant deferral / active EE | $2,055 | $2,859-28.1% | $4,349-52.7% | $3,952-48.0% |
| Admin fee / account holder | $6,105 | $3,768+62.0% | $5,537+10.3% | $6,260-2.5% |