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 | $33,882 | $60,124-43.6% | $90,404-62.5% | $79,858-57.6% |
| Participation rate | 40.9% | 65.0%-24.1pp | 72.7%-31.8pp | 69.6%-28.7pp |
| Annual return | 15.37% | 71.94%-56.6pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $857 | $2,068-58.5% | $3,262-73.7% | $2,471-65.3% |
| Participant deferral / active EE | $913 | $2,938-68.9% | $3,963-77.0% | $3,740-75.6% |
| Admin fee / account holder | $20,141 | $3,976+406.5% | $5,611+259.0% | $5,306+279.6% |