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 | $41,119 | $72,404-43.2% | $110,238-62.7% | $64,186-35.9% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | 15.27% | -6.29%+21.6pp | 314.74%-299.5pp | 7.63%+7.6pp |
| Employer contribution / active EE | $2,783 | $2,282+22.0% | $3,826-27.3% | $2,381+16.9% |
| Participant deferral / active EE | $5,075 | $3,469+46.3% | $4,672+8.6% | $3,470+46.3% |
| Admin fee / account holder | $10,777 | $5,664+90.3% | $8,547+26.1% | $4,888+120.5% |