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 | $35,066 | $57,281-38.8% | $86,612-59.5% | $75,163-53.3% |
| Participation rate | 64.2% | 63.2%+1.0pp | 71.7%-7.5pp | 67.2%-3.0pp |
| Annual return | 20.17% | 2670.75%-2650.6pp | 591.07%-570.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $643 | $2,314-72.2% | $3,022-78.7% | $2,670-75.9% |
| Participant deferral / active EE | $2,329 | $3,318-29.8% | $4,438-47.5% | $4,125-43.5% |
| Admin fee / account holder | $2,208 | $4,112-46.3% | $5,614-60.7% | $5,651-60.9% |