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 | $24,878 | $91,190-72.7% | $178,490-86.1% | $79,858-68.8% |
| Participation rate | 48.4% | 69.2%-20.8pp | 81.9%-33.6pp | 69.6%-21.3pp |
| Annual return | 16.87% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,050 | $3,256-67.8% | $5,011-79.0% | $2,471-57.5% |
| Participant deferral / active EE | $1,784 | $3,236-44.9% | $5,202-65.7% | $3,740-52.3% |
| Admin fee / account holder | $4,537 | $6,751-32.8% | $13,984-67.6% | $5,306-14.5% |