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 | $45,202 | $55,415-18.4% | $155,509-70.9% | $74,495-39.3% |
| Participation rate | 40.6% | 61.9%-21.3pp | 78.2%-37.6pp | 67.2%-26.6pp |
| Annual return | 12.59% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $948 | $2,267-58.2% | $4,672-79.7% | $2,623-63.9% |
| Participant deferral / active EE | $1,246 | $2,836-56.1% | $5,626-77.9% | $4,346-71.3% |
| Admin fee / account holder | $7,516 | $1,738+332.4% | $15,912-52.8% | $1,942+287.1% |