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 | $35,078 | $58,694-40.2% | $142,863-75.4% | $85,850-59.1% |
| Participation rate | 47.5% | 58.5%-11.0pp | 71.9%-24.4pp | 69.3%-21.8pp |
| Annual return | 20.01% | 27.72%-7.7pp | 5637.54%-5617.5pp | 318.53%-298.5pp |
| Employer contribution / active EE | $1,136 | $1,423-20.2% | $4,144-72.6% | $2,565-55.7% |
| Participant deferral / active EE | $1,934 | $2,607-25.8% | $3,837-49.6% | $3,952-51.1% |
| Admin fee / account holder | $4,492 | $4,239+6.0% | $6,560-31.5% | $6,260-28.2% |