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 | $34,437 | $60,124-42.7% | $90,404-61.9% | $79,858-56.9% |
| Participation rate | 54.8% | 65.0%-10.1pp | 72.7%-17.8pp | 69.6%-14.8pp |
| Annual return | 22.44% | 71.94%-49.5pp | 1293.02%-1270.6pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,540 | $2,068-25.5% | $3,262-52.8% | $2,471-37.7% |
| Participant deferral / active EE | $3,171 | $2,938+7.9% | $3,963-20.0% | $3,740-15.2% |
| Admin fee / account holder | $852 | $3,976-78.6% | $5,611-84.8% | $5,306-83.9% |