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 5-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 | $13,114 | $49,922-73.7% | $80,569-83.7% | $75,163-82.6% |
| Participation rate | 62.5% | 55.3%+7.2pp | 67.0%-4.5pp | 67.2%-4.7pp |
| Annual return | 26.34% | 34.69%-8.3pp | 935.43%-909.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $563 | $1,698-66.8% | $2,723-79.3% | $2,670-78.9% |
| Participant deferral / active EE | $4,189 | $2,990+40.1% | $4,447-5.8% | $4,125+1.5% |
| Admin fee / account holder | $472 | $3,577-86.8% | $5,377-91.2% | $5,651-91.6% |