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 | $31,482 | $106,890-70.5% | $84,015-62.5% | $152,861-79.4% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 17.37% | 104.99%-87.6pp | 71.31%-53.9pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,981 | $2,734-27.5% | $1,983-0.1% | $4,762-58.4% |
| Participant deferral / active EE | $18,524 | $4,011+361.8% | $3,239+472.0% | $5,850+216.6% |
| Admin fee / account holder | $87,149 | $8,285+951.9% | $6,101+1328.5% | $11,596+651.5% |