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 | $52,342 | $25,723+103.5% | $69,182-24.3% | $55,167-5.1% |
| Participation rate | 35.9% | 39.4%-3.5pp | 55.1%-19.2pp | 69.0%-33.1pp |
| Annual return | 39.17% | 9.56%+29.6pp | -21.93%+61.1pp | 169.23%-130.1pp |
| Employer contribution / active EE | $445 | $480-7.3% | $1,206-63.1% | $1,963-77.3% |
| Participant deferral / active EE | $1,626 | $963+68.7% | $1,897-14.3% | $3,054-46.8% |
| Admin fee / account holder | $9,019 | $365+2373.5% | $2,697+234.4% | $504+1689.8% |