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 | $35,439 | $102,317-65.4% | $146,958-75.9% | $80,856-56.2% |
| Participation rate | 60.4% | 75.8%-15.4pp | 82.2%-21.7pp | 67.6%-7.2pp |
| Annual return | 22.57% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,334 | $3,713-64.1% | $4,933-73.0% | $2,755-51.6% |
| Participant deferral / active EE | $5,127 | $6,644-22.8% | $8,070-36.5% | $4,296+19.3% |
| Admin fee / account holder | $1,189 | $7,941-85.0% | $12,998-90.8% | $6,918-82.8% |