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 | $48,865 | $48,335+1.1% | $121,098-59.6% | $71,457-31.6% |
| Participation rate | 40.2% | 54.3%-14.1pp | 69.5%-29.3pp | 67.9%-27.7pp |
| Annual return | 17.63% | 23.32%-5.7pp | 985.75%-968.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $833 | $1,489-44.0% | $4,164-80.0% | $2,588-67.8% |
| Participant deferral / active EE | $1,682 | $2,754-38.9% | $4,080-58.8% | $4,289-60.8% |
| Admin fee / account holder | $2,510 | $1,841+36.4% | $5,644-55.5% | $1,587+58.1% |