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 | $39,671 | $56,053-29.2% | $75,972-47.8% | $80,856-50.9% |
| Participation rate | 54.8% | 62.0%-7.3pp | 69.1%-14.3pp | 67.6%-12.9pp |
| Annual return | 10.80% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,259 | $1,874-32.8% | $2,685-53.1% | $2,755-54.3% |
| Participant deferral / active EE | $1,877 | $3,052-38.5% | $4,255-55.9% | $4,296-56.3% |
| Admin fee / account holder | $25,775 | $5,234+392.5% | $6,467+298.6% | $6,918+272.6% |