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 | $30,393 | $57,281-46.9% | $86,612-64.9% | $75,163-59.6% |
| Participation rate | 51.9% | 63.2%-11.3pp | 71.7%-19.8pp | 67.2%-15.3pp |
| Annual return | 18.73% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,012 | $2,314-56.3% | $3,022-66.5% | $2,670-62.1% |
| Participant deferral / active EE | $2,157 | $3,318-35.0% | $4,438-51.4% | $4,125-47.7% |
| Admin fee / account holder | $4,695 | $4,112+14.2% | $5,614-16.4% | $5,651-16.9% |