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 | $31,277 | $60,124-48.0% | $90,404-65.4% | $79,858-60.8% |
| Participation rate | 65.4% | 65.0%+0.4pp | 72.7%-7.3pp | 69.6%-4.2pp |
| Annual return | 17.23% | 71.94%-54.7pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,647 | $2,068-20.4% | $3,262-49.5% | $2,471-33.4% |
| Participant deferral / active EE | $3,473 | $2,938+18.2% | $3,963-12.4% | $3,740-7.1% |
| Admin fee / account holder | $2,154 | $3,976-45.8% | $5,611-61.6% | $5,306-59.4% |