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 | $37,607 | $76,000-50.5% | $154,107-75.6% | $64,186-41.4% |
| Participation rate | 60.7% | 70.4%-9.8pp | 83.0%-22.4pp | 69.6%-8.9pp |
| Annual return | -5.01% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $837 | $3,351-75.0% | $5,298-84.2% | $2,381-64.8% |
| Participant deferral / active EE | $2,718 | $3,175-14.4% | $5,081-46.5% | $3,470-21.7% |
| Admin fee / account holder | $2,771 | $5,596-50.5% | $13,411-79.3% | $4,888-43.3% |