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 | $27,227 | $70,606-61.4% | $53,898-49.5% | $142,382-80.9% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 8.19% | 619.81%-611.6pp | 528.60%-520.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,338 | $1,202+11.3% | $932+43.5% | $4,299-68.9% |
| Participant deferral / active EE | $4,261 | $2,364+80.2% | $1,826+133.3% | $6,507-34.5% |
| Admin fee / account holder | $24,103 | $2,852+745.3% | $2,491+867.7% | $12,624+90.9% |