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 | $30,453 | $58,208-47.7% | $81,812-62.8% | $80,856-62.3% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 13.26% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,650 | $2,340-29.5% | $2,912-43.3% | $2,755-40.1% |
| Participant deferral / active EE | $3,892 | $3,281+18.6% | $4,319-9.9% | $4,296-9.4% |
| Admin fee / account holder | $19,737 | $4,981+296.2% | $7,386+167.2% | $6,918+185.3% |