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 | $56,680 | $99,652-43.1% | $78,778-28.1% | $147,584-61.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 14.18% | 47.28%-33.1pp | 35.62%-21.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $816 | $2,796-70.8% | $1,986-58.9% | $4,876-83.3% |
| Participant deferral / active EE | $2,968 | $3,664-19.0% | $2,958+0.3% | $5,439-45.4% |
| Admin fee / account holder | $30,173 | $7,155+321.7% | $5,134+487.7% | $10,885+177.2% |