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 | $63,783 | $99,957-36.2% | $149,696-57.4% | $73,488-13.2% |
| Participation rate | 50.5% | 75.7%-25.2pp | 82.5%-32.0pp | 70.7%-20.2pp |
| Annual return | 21.12% | 53.87%-32.8pp | 276.60%-255.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,145 | $3,191-64.1% | $4,644-75.4% | $2,270-49.6% |
| Participant deferral / active EE | $5,079 | $6,073-16.4% | $6,842-25.8% | $3,740+35.8% |
| Admin fee / account holder | $7,520 | $551+1265.6% | $9,309-19.2% | $513+1365.8% |