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 | $49,412 | $54,705-9.7% | $71,209-30.6% | $84,808-41.7% |
| Participation rate | 49.4% | 64.1%-14.7pp | 73.8%-24.4pp | 68.3%-18.9pp |
| Annual return | 13.77% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $355 | $2,158-83.6% | $2,721-87.0% | $2,631-86.5% |
| Participant deferral / active EE | $785 | $3,030-74.1% | $4,175-81.2% | $4,212-81.4% |
| Admin fee / account holder | $12,054 | $4,863+147.9% | $5,349+125.4% | $7,344+64.1% |