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 | $33,540 | $98,750-66.0% | $149,696-77.6% | $79,858-58.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 13.59% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $605 | $3,216-81.2% | $4,644-87.0% | $2,471-75.5% |
| Participant deferral / active EE | $5,082 | $5,680-10.5% | $6,842-25.7% | $3,740+35.9% |
| Admin fee / account holder | $4,829 | $6,053-20.2% | $9,309-48.1% | $5,306-9.0% |