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 | $56,690 | $45,566+24.4% | $64,105-11.6% | $59,632-4.9% |
| Participation rate | 60.8% | 60.2%+0.6pp | 68.2%-7.4pp | 68.7%-7.9pp |
| Annual return | 1.03% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $323 | $934-65.4% | $1,820-82.2% | $2,203-85.3% |
| Participant deferral / active EE | $2,669 | $2,057+29.8% | $2,822-5.4% | $3,192-16.4% |
| Admin fee / account holder | $5,158 | $3,268+57.9% | $4,499+14.6% | $4,297+20.0% |