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 | $41,767 | $62,327-33.0% | $120,354-65.3% | $74,495-43.9% |
| Participation rate | 27.1% | 56.8%-29.7pp | 71.9%-44.8pp | 67.2%-40.1pp |
| Annual return | 11.79% | 18.61%-6.8pp | 107.15%-95.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $903 | $1,843-51.0% | $3,463-73.9% | $2,623-65.6% |
| Participant deferral / active EE | $1,211 | $2,893-58.1% | $4,991-75.7% | $4,346-72.1% |
| Admin fee / account holder | $12,040 | $2,396+402.6% | $9,423+27.8% | $1,942+520.1% |