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 | $40,833 | $60,124-32.1% | $90,404-54.8% | $79,858-48.9% |
| Participation rate | 42.2% | 65.0%-22.8pp | 72.7%-30.5pp | 69.6%-27.4pp |
| Annual return | 23.39% | 71.94%-48.6pp | 1293.02%-1269.6pp | 31.71%-8.3pp |
| Employer contribution / active EE | $1,625 | $2,068-21.4% | $3,262-50.2% | $2,471-34.2% |
| Participant deferral / active EE | $2,677 | $2,938-8.9% | $3,963-32.5% | $3,740-28.4% |
| Admin fee / account holder | $1,140 | $3,976-71.3% | $5,611-79.7% | $5,306-78.5% |