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 | $41,825 | $85,202-50.9% | $172,739-75.8% | $72,985-42.7% |
| Participation rate | 57.7% | 70.1%-12.4pp | 82.6%-25.0pp | 69.5%-11.8pp |
| Annual return | 19.40% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,628 | $3,324-51.0% | $5,143-68.3% | $2,440-33.3% |
| Participant deferral / active EE | $2,995 | $3,260-8.1% | $5,198-42.4% | $3,607-17.0% |
| Admin fee / account holder | $795 | $5,884-86.5% | $13,954-94.3% | $5,124-84.5% |