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 | $35,158 | $65,409-46.2% | $98,442-64.3% | $85,850-59.0% |
| Participation rate | 68.8% | 65.0%+3.8pp | 73.3%-4.6pp | 69.3%-0.6pp |
| Annual return | 17.33% | 21.76%-4.4pp | 1492.73%-1475.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,839 | $2,168-15.2% | $2,960-37.9% | $2,565-28.3% |
| Participant deferral / active EE | $1,460 | $3,166-53.9% | $4,276-65.9% | $3,952-63.0% |
| Admin fee / account holder | $5,951 | $4,593+29.6% | $5,9490% | $6,260-4.9% |