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 | $34,231 | $99,079-65.5% | $77,999-56.1% | $273,961-87.5% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.5%-38.0pp | 83.0%-45.5pp |
| Annual return | 15.03% | 217.93%-202.9pp | 425.96%-410.9pp | 41.45%-26.4pp |
| Employer contribution / active EE | $450 | $3,308-86.4% | $2,470-81.8% | $4,869-90.8% |
| Participant deferral / active EE | $5,441 | $4,306+26.3% | $3,497+55.6% | $5,287+2.9% |
| Admin fee / account holder | $359 | $8,954-96.0% | $5,480-93.5% | $10,132-96.5% |