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 | $38,415 | $91,190-57.9% | $178,490-78.5% | $79,858-51.9% |
| Participation rate | 41.7% | 69.2%-27.5pp | 81.9%-40.3pp | 69.6%-28.0pp |
| Annual return | 22.24% | 24.19%-1.9pp | 151.07%-128.8pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,115 | $3,256-65.7% | $5,011-77.7% | $2,471-54.9% |
| Participant deferral / active EE | $2,175 | $3,236-32.8% | $5,202-58.2% | $3,740-41.9% |
| Admin fee / account holder | $12,155 | $6,751+80.0% | $13,984-13.1% | $5,306+129.1% |