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 | $38,919 | $48,335-19.5% | $121,098-67.9% | $71,457-45.5% |
| Participation rate | 45.7% | 54.3%-8.5pp | 69.5%-23.8pp | 67.9%-22.2pp |
| Annual return | 22.29% | 23.32%-1.0pp | 985.75%-963.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $838 | $1,489-43.7% | $4,164-79.9% | $2,588-67.6% |
| Participant deferral / active EE | $4,390 | $2,754+59.4% | $4,080+7.6% | $4,289+2.4% |
| Admin fee / account holder | $5,073 | $1,841+175.6% | $5,644-10.1% | $1,587+219.6% |