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 | $36,013 | $49,922-27.9% | $80,569-55.3% | $75,163-52.1% |
| Participation rate | 62.5% | 55.3%+7.2pp | 67.0%-4.5pp | 67.2%-4.7pp |
| Annual return | 19.33% | 34.69%-15.4pp | 935.43%-916.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,797 | $1,698+5.8% | $2,723-34.0% | $2,670-32.7% |
| Participant deferral / active EE | $3,595 | $2,990+20.2% | $4,447-19.2% | $4,125-12.9% |
| Admin fee / account holder | $2,908 | $3,577-18.7% | $5,377-45.9% | $5,651-48.5% |