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 | $46,302 | $53,516-13.5% | $126,539-63.4% | $84,808-45.4% |
| Participation rate | 48.0% | 58.2%-10.3pp | 69.8%-21.9pp | 68.3%-20.4pp |
| Annual return | 17.20% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $573 | $1,535-62.6% | $3,674-84.4% | $2,631-78.2% |
| Participant deferral / active EE | $3,568 | $2,671+33.6% | $4,083-12.6% | $4,212-15.3% |
| Admin fee / account holder | $1,028 | $4,497-77.1% | $6,065-83.0% | $7,344-86.0% |