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 8-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 | $49,729 | $31,310+58.8% | $53,898-7.7% | $74,304-33.1% |
| Participation rate | 46.8% | 30.7%+16.1pp | 55.0%-8.2pp | 60.3%-13.6pp |
| Annual return | 15.19% | 23.16%-8.0pp | 528.60%-513.4pp | 29.43%-14.2pp |
| Employer contribution / active EE | $728 | $450+61.8% | $932-21.9% | $2,241-67.5% |
| Participant deferral / active EE | $2,380 | $934+154.8% | $1,826+30.3% | $3,767-36.8% |
| Admin fee / account holder | $1,896 | $2,175-12.9% | $2,491-23.9% | $2,969-36.2% |