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 | $17,821 | $27,915-36.2% | $58,482-69.5% | $75,163-76.3% |
| Participation rate | 60.6% | 38.8%+21.8pp | 50.9%+9.7pp | 67.2%-6.6pp |
| Annual return | 29.87% | 44.20%-14.3pp | 4239.32%-4209.4pp | 160.62%-130.8pp |
| Employer contribution / active EE | $1,165 | $669+74.1% | $1,053+10.6% | $2,670-56.4% |
| Participant deferral / active EE | $2,213 | $1,201+84.2% | $1,924+15.0% | $4,125-46.3% |
| Admin fee / account holder | $2,006 | $1,726+16.2% | $2,516-20.3% | $5,651-64.5% |