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 | $62,804 | $78,485-20.0% | $106,213-40.9% | $74,495-15.7% |
| Participation rate | 55.2% | 72.8%-17.6pp | 75.3%-20.1pp | 67.2%-12.0pp |
| Annual return | 12.72% | 15.95%-3.2pp | 116.14%-103.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,437 | $2,523-43.0% | $3,171-54.7% | $2,623-45.2% |
| Participant deferral / active EE | $2,582 | $4,322-40.3% | $5,016-48.5% | $4,346-40.6% |
| Admin fee / account holder | $22,097 | $2,232+890.1% | $11,033+100.3% | $1,942+1038.0% |