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 | $30,270 | $60,124-49.7% | $90,404-66.5% | $79,858-62.1% |
| Participation rate | 60.7% | 65.0%-4.3pp | 72.7%-12.0pp | 69.6%-8.9pp |
| Annual return | 15.96% | 71.94%-56.0pp | 1293.02%-1277.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $692 | $2,068-66.5% | $3,262-78.8% | $2,471-72.0% |
| Participant deferral / active EE | $1,921 | $2,938-34.6% | $3,963-51.5% | $3,740-48.6% |
| Admin fee / account holder | $586 | $3,976-85.3% | $5,611-89.6% | $5,306-89.0% |