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 | $24,703 | $118,680-79.2% | $98,907-75.0% | $158,922-84.5% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 8.04% | 372.35%-364.3pp | 196.43%-188.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,205 | $3,333-33.8% | $2,689-18.0% | $4,761-53.7% |
| Participant deferral / active EE | $2,716 | $5,088-46.6% | $4,244-36.0% | $5,982-54.6% |
| Admin fee / account holder | $38,613 | $10,131+281.1% | $6,642+481.4% | $11,246+243.4% |