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 | $27,383 | $60,124-54.5% | $90,404-69.7% | $79,858-65.7% |
| Participation rate | 67.3% | 65.0%+2.3pp | 72.7%-5.4pp | 69.6%-2.3pp |
| Annual return | 13.49% | 71.94%-58.5pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,651 | $2,068-20.2% | $3,262-49.4% | $2,471-33.2% |
| Participant deferral / active EE | $3,055 | $2,938+4.0% | $3,963-22.9% | $3,740-18.3% |
| Admin fee / account holder | $2,842 | $3,976-28.5% | $5,611-49.4% | $5,306-46.4% |