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 | $25,194 | $60,124-58.1% | $90,404-72.1% | $79,858-68.5% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 15.45% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $767 | $2,068-62.9% | $3,262-76.5% | $2,471-69.0% |
| Participant deferral / active EE | $1,493 | $2,938-49.2% | $3,963-62.3% | $3,740-60.1% |
| Admin fee / account holder | $2,553 | $3,976-35.8% | $5,611-54.5% | $5,306-51.9% |