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 | $42,480 | $71,050-40.2% | $93,606-54.6% | $80,856-47.5% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.6%-27.1pp |
| Annual return | 28.18% | 11.26%+16.9pp | 133.20%-105.0pp | 35.59%-7.4pp |
| Employer contribution / active EE | $527 | $1,564-66.3% | $2,420-78.2% | $2,755-80.9% |
| Participant deferral / active EE | $2,258 | $4,034-44.0% | $4,411-48.8% | $4,296-47.4% |
| Admin fee / account holder | $20,743 | $6,945+198.7% | $8,285+150.4% | $6,918+199.8% |