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 | $17,077 | $108,642-84.3% | $74,701-77.1% | $152,861-88.8% |
| Participation rate | 68.2% | 65.3%+2.8pp | 54.5%+13.7pp | 82.4%-14.3pp |
| Annual return | 22.30% | 114.06%-91.8pp | 752.92%-730.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $775 | $1,503-48.5% | $1,084-28.5% | $4,762-83.7% |
| Participant deferral / active EE | $1,457 | $2,712-46.3% | $1,964-25.8% | $5,850-75.1% |
| Admin fee / account holder | $1,515 | $4,902-69.1% | $3,333-54.5% | $11,596-86.9% |