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 | $47,252 | $78,672-39.9% | $109,143-56.7% | $85,850-45.0% |
| Participation rate | 56.3% | 68.3%-12.0pp | 75.9%-19.6pp | 69.3%-13.1pp |
| Annual return | 18.38% | 25.09%-6.7pp | 25.75%-7.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,747 | $2,735-36.1% | $3,722-53.1% | $2,565-31.9% |
| Participant deferral / active EE | $3,027 | $3,467-12.7% | $4,653-34.9% | $3,952-23.4% |
| Admin fee / account holder | $8,144 | $5,469+48.9% | $6,752+20.6% | $6,260+30.1% |