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 | $51,608 | $89,753-42.5% | $107,525-52.0% | $84,808-39.1% |
| Participation rate | 48.4% | 68.1%-19.7pp | 75.1%-26.7pp | 68.3%-19.9pp |
| Annual return | 18.04% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,322 | $3,113-57.5% | $3,754-64.8% | $2,631-49.7% |
| Participant deferral / active EE | $1,855 | $4,056-54.3% | $5,116-63.7% | $4,212-56.0% |
| Admin fee / account holder | $13,377 | $7,222+85.2% | $8,919+50.0% | $7,344+82.2% |