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 | $64,169 | $63,346+1.3% | $92,233-30.4% | $70,131-8.5% |
| Participation rate | 44.3% | 68.7%-24.4pp | 76.5%-32.2pp | 69.5%-25.3pp |
| Annual return | 20.86% | 530.12%-509.3pp | 176.28%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,639 | $2,471-33.7% | $3,679-55.4% | $2,342-30.0% |
| Participant deferral / active EE | $3,507 | $2,854+22.9% | $3,897-10.0% | $3,332+5.2% |
| Admin fee / account holder | $1,523 | $3,840-60.3% | $5,194-70.7% | $4,645-67.2% |