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 | $68,934 | $48,570+41.9% | $130,648-47.2% | $72,985-5.6% |
| Participation rate | 42.9% | 58.6%-15.7pp | 71.7%-28.9pp | 69.5%-26.6pp |
| Annual return | 19.54% | 38.63%-19.1pp | 1708.96%-1689.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,736 | $1,334+30.1% | $4,092-57.6% | $2,440-28.9% |
| Participant deferral / active EE | $2,517 | $2,384+5.6% | $3,603-30.1% | $3,607-30.2% |
| Admin fee / account holder | $3,141 | $3,549-11.5% | $5,464-42.5% | $5,124-38.7% |