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 | $39,177 | $49,173-20.3% | $121,098-67.6% | $75,163-47.9% |
| Participation rate | 37.5% | 55.4%-17.9pp | 69.5%-32.0pp | 67.2%-29.7pp |
| Annual return | 14.48% | 55.99%-41.5pp | 985.75%-971.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $870 | $1,546-43.7% | $4,164-79.1% | $2,670-67.4% |
| Participant deferral / active EE | $1,311 | $2,628-50.1% | $4,080-67.9% | $4,125-68.2% |
| Admin fee / account holder | $7,088 | $3,942+79.8% | $5,644+25.6% | $5,651+25.4% |