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 | $35,588 | $55,415-35.8% | $155,509-77.1% | $74,495-52.2% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.5pp | 67.2%-25.5pp |
| Annual return | 15.79% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $642 | $2,267-71.7% | $4,672-86.3% | $2,623-75.5% |
| Participant deferral / active EE | $2,303 | $2,836-18.8% | $5,626-59.1% | $4,346-47.0% |
| Admin fee / account holder | $3,208 | $1,738+84.5% | $15,912-79.8% | $1,942+65.2% |