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 | $35,567 | $73,515-51.6% | $62,995-43.5% | $147,584-75.9% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-32.0pp | 82.8%-40.0pp |
| Annual return | 16.88% | 175.43%-158.6pp | 87.57%-70.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,137 | $3,320-35.6% | $2,759-22.5% | $4,876-56.2% |
| Participant deferral / active EE | $4,174 | $4,185-0.3% | $3,329+25.4% | $5,439-23.3% |
| Admin fee / account holder | $13,096 | $5,953+120.0% | $3,600+263.8% | $10,885+20.3% |