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 | $35,165 | $60,124-41.5% | $90,404-61.1% | $79,858-56.0% |
| Participation rate | 43.8% | 65.0%-21.2pp | 72.7%-28.9pp | 69.6%-25.9pp |
| Annual return | 23.27% | 71.94%-48.7pp | 1293.02%-1269.7pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,249 | $2,068-39.6% | $3,262-61.7% | $2,471-49.5% |
| Participant deferral / active EE | $2,278 | $2,938-22.5% | $3,963-42.5% | $3,740-39.1% |
| Admin fee / account holder | $2,269 | $3,976-42.9% | $5,611-59.6% | $5,306-57.2% |