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 | $24,673 | $63,346-61.1% | $92,233-73.2% | $70,131-64.8% |
| Participation rate | 54.8% | 68.7%-13.9pp | 76.5%-21.7pp | 69.5%-14.8pp |
| Annual return | 23.02% | 530.12%-507.1pp | 176.28%-153.3pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,819 | $2,471-26.4% | $3,679-50.6% | $2,342-22.4% |
| Participant deferral / active EE | $3,553 | $2,854+24.5% | $3,897-8.8% | $3,332+6.6% |
| Admin fee / account holder | $2,858 | $3,840-25.6% | $5,194-45.0% | $4,645-38.5% |