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 | $42,892 | $97,757-56.1% | $83,848-48.8% | $135,375-68.3% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | 0.34% | 1287.37%-1287.0pp | 850.88%-850.5pp | 519.73%-519.4pp |
| Employer contribution / active EE | $1,995 | $4,222-52.8% | $3,631-45.1% | $4,779-58.3% |
| Participant deferral / active EE | $5,397 | $4,682+15.3% | $4,082+32.2% | $5,609-3.8% |
| Admin fee / account holder | $54,066 | $6,674+710.1% | $5,478+886.9% | $10,827+399.4% |