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 | $22,198 | $29,660-25.2% | $56,411-60.7% | $80,856-72.5% |
| Participation rate | 42.5% | 41.6%+0.9pp | 52.5%-10.0pp | 67.6%-25.1pp |
| Annual return | 11.85% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $841 | $669+25.6% | $1,039-19.0% | $2,755-69.5% |
| Participant deferral / active EE | $1,048 | $1,226-14.5% | $1,952-46.3% | $4,296-75.6% |
| Admin fee / account holder | $1,205 | $2,428-50.4% | $2,829-57.4% | $6,918-82.6% |