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 | $30,264 | $58,208-48.0% | $81,812-63.0% | $80,856-62.6% |
| Participation rate | 51.4% | 63.4%-12.0pp | 72.3%-20.9pp | 67.6%-16.2pp |
| Annual return | 22.46% | 41.66%-19.2pp | 773.79%-751.3pp | 35.59%-13.1pp |
| Employer contribution / active EE | $417 | $2,340-82.2% | $2,912-85.7% | $2,755-84.9% |
| Participant deferral / active EE | $2,041 | $3,281-37.8% | $4,319-52.7% | $4,296-52.5% |
| Admin fee / account holder | $8,922 | $4,981+79.1% | $7,386+20.8% | $6,918+29.0% |