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 | $32,774 | $27,915+17.4% | $58,482-44.0% | $75,163-56.4% |
| Participation rate | 42.1% | 38.8%+3.3pp | 50.9%-8.8pp | 67.2%-25.1pp |
| Annual return | 15.57% | 44.20%-28.6pp | 4239.32%-4223.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $394 | $669-41.1% | $1,053-62.6% | $2,670-85.2% |
| Participant deferral / active EE | $1,078 | $1,201-10.3% | $1,924-44.0% | $4,125-73.9% |
| Admin fee / account holder | $924 | $1,726-46.4% | $2,516-63.3% | $5,651-83.6% |