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 | $59,128 | $117,841-49.8% | $102,423-42.3% | $145,922-59.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 14.17% | 31.65%-17.5pp | 29.32%-15.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,788 | $3,615-50.5% | $3,023-40.9% | $4,660-61.6% |
| Participant deferral / active EE | $3,511 | $5,731-38.7% | $5,053-30.5% | $6,688-47.5% |
| Admin fee / account holder | $35,878 | $13,326+169.2% | $9,451+279.6% | $13,397+167.8% |