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 | $46,521 | $48,570-4.2% | $130,648-64.4% | $72,985-36.3% |
| Participation rate | 27.0% | 58.6%-31.5pp | 71.7%-44.7pp | 69.5%-42.5pp |
| Annual return | 21.50% | 38.63%-17.1pp | 1708.96%-1687.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,284 | $1,334-3.7% | $4,092-68.6% | $2,440-47.4% |
| Participant deferral / active EE | $1,866 | $2,384-21.7% | $3,603-48.2% | $3,607-48.3% |
| Admin fee / account holder | $9,286 | $3,549+161.6% | $5,464+69.9% | $5,124+81.2% |