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 | $49,089 | $77,899-37.0% | $149,673-67.2% | $75,163-34.7% |
| Participation rate | 39.5% | 65.6%-26.0pp | 78.8%-39.2pp | 67.2%-27.7pp |
| Annual return | 19.67% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $924 | $3,137-70.5% | $4,818-80.8% | $2,670-65.4% |
| Participant deferral / active EE | $3,000 | $3,411-12.0% | $5,680-47.2% | $4,125-27.3% |
| Admin fee / account holder | $1,352 | $5,956-77.3% | $13,210-89.8% | $5,651-76.1% |