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 | $31,922 | $102,317-68.8% | $146,958-78.3% | $80,856-60.5% |
| Participation rate | 43.1% | 75.8%-32.7pp | 82.2%-39.1pp | 67.6%-24.5pp |
| Annual return | 13.49% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,396 | $3,713-62.4% | $4,933-71.7% | $2,755-49.3% |
| Participant deferral / active EE | $3,072 | $6,644-53.8% | $8,070-61.9% | $4,296-28.5% |
| Admin fee / account holder | $2,054 | $7,941-74.1% | $12,998-84.2% | $6,918-70.3% |