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 | $45,893 | $59,417-22.8% | $93,606-51.0% | $74,495-38.4% |
| Participation rate | 34.2% | 59.7%-25.4pp | 68.7%-34.5pp | 67.2%-33.0pp |
| Annual return | 10.92% | 81.83%-70.9pp | 133.20%-122.3pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $347 | $1,264-72.5% | $2,420-85.7% | $2,623-86.8% |
| Participant deferral / active EE | $1,800 | $3,050-41.0% | $4,411-59.2% | $4,346-58.6% |
| Admin fee / account holder | $8,698 | $3,021+187.9% | $8,285+5.0% | $1,942+348.0% |