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 | $31,676 | $53,516-40.8% | $126,539-75.0% | $84,808-62.6% |
| Participation rate | 51.7% | 58.2%-6.5pp | 69.8%-18.1pp | 68.3%-16.6pp |
| Annual return | 18.45% | 58.34%-39.9pp | 425.95%-407.5pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,851 | $1,535+20.6% | $3,674-49.6% | $2,631-29.6% |
| Participant deferral / active EE | $2,969 | $2,671+11.2% | $4,083-27.3% | $4,212-29.5% |
| Admin fee / account holder | $21,179 | $4,497+371.0% | $6,065+249.2% | $7,344+188.4% |