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 | $31,079 | $60,124-48.3% | $90,404-65.6% | $79,858-61.1% |
| Participation rate | 68.6% | 65.0%+3.6pp | 72.7%-4.1pp | 69.6%-1.0pp |
| Annual return | 15.81% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,334 | $2,068-35.5% | $3,262-59.1% | $2,471-46.0% |
| Participant deferral / active EE | $2,987 | $2,938+1.6% | $3,963-24.6% | $3,740-20.1% |
| Admin fee / account holder | $1,239 | $3,976-68.8% | $5,611-77.9% | $5,306-76.6% |