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 | $69,535 | $48,570+43.2% | $130,648-46.8% | $72,985-4.7% |
| Participation rate | 62.2% | 58.6%+3.6pp | 71.7%-9.6pp | 69.5%-7.3pp |
| Annual return | 20.77% | 38.63%-17.9pp | 1708.96%-1688.2pp | 81.00%-60.2pp |
| Employer contribution / active EE | $587 | $1,334-56.0% | $4,092-85.7% | $2,440-75.9% |
| Participant deferral / active EE | $2,130 | $2,384-10.6% | $3,603-40.9% | $3,607-41.0% |
| Admin fee / account holder | $989 | $3,549-72.1% | $5,464-81.9% | $5,124-80.7% |