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 | $38,170 | $56,114-32.0% | $96,139-60.3% | $85,850-55.5% |
| Participation rate | 67.3% | 56.7%+10.6pp | 68.4%-1.2pp | 69.3%-2.0pp |
| Annual return | 12.54% | 42.30%-29.8pp | 191.94%-179.4pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,932 | $1,620+19.3% | $2,797-30.9% | $2,565-24.7% |
| Participant deferral / active EE | $3,611 | $2,859+26.3% | $4,349-17.0% | $3,952-8.6% |
| Admin fee / account holder | $8,507 | $3,768+125.8% | $5,537+53.6% | $6,260+35.9% |