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 | $29,940 | $49,922-40.0% | $80,569-62.8% | $75,163-60.2% |
| Participation rate | 43.8% | 55.3%-11.6pp | 67.0%-23.2pp | 67.2%-23.4pp |
| Annual return | 18.92% | 34.69%-15.8pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,330 | $1,698-21.7% | $2,723-51.2% | $2,670-50.2% |
| Participant deferral / active EE | $2,027 | $2,990-32.2% | $4,447-54.4% | $4,125-50.9% |
| Admin fee / account holder | $5,601 | $3,577+56.6% | $5,377+4.2% | $5,651-0.9% |