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 | $39,396 | $55,415-28.9% | $155,509-74.7% | $74,495-47.1% |
| Participation rate | 33.6% | 61.9%-28.3pp | 78.2%-44.6pp | 67.2%-33.6pp |
| Annual return | 12.41% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $768 | $2,267-66.1% | $4,672-83.6% | $2,623-70.7% |
| Participant deferral / active EE | $1,203 | $2,836-57.6% | $5,626-78.6% | $4,346-72.3% |
| Admin fee / account holder | $3,851 | $1,738+121.5% | $15,912-75.8% | $1,942+98.3% |