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 | $29,467 | $77,899-62.2% | $149,673-80.3% | $75,163-60.8% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 14.53% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,054 | $3,137-66.4% | $4,818-78.1% | $2,670-60.5% |
| Participant deferral / active EE | $2,087 | $3,411-38.8% | $5,680-63.3% | $4,125-49.4% |
| Admin fee / account holder | $10,057 | $5,956+68.8% | $13,210-23.9% | $5,651+78.0% |