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 | $35,936 | $76,000-52.7% | $154,107-76.7% | $64,186-44.0% |
| Participation rate | 42.1% | 70.4%-28.3pp | 83.0%-40.9pp | 69.6%-27.5pp |
| Annual return | -7.32% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-15.0pp |
| Employer contribution / active EE | $836 | $3,351-75.1% | $5,298-84.2% | $2,381-64.9% |
| Participant deferral / active EE | $1,407 | $3,175-55.7% | $5,081-72.3% | $3,470-59.4% |
| Admin fee / account holder | $1,872 | $5,596-66.5% | $13,411-86.0% | $4,888-61.7% |