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 | $22,798 | $52,519-56.6% | $155,790-85.4% | $59,632-61.8% |
| Participation rate | 68.1% | 61.7%+6.4pp | 76.1%-8.0pp | 68.7%-0.6pp |
| Annual return | -1.00% | 53.51%-54.5pp | 71.54%-72.5pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $512 | $1,589-67.8% | $3,836-86.6% | $2,203-76.7% |
| Participant deferral / active EE | $1,128 | $3,084-63.4% | $4,797-76.5% | $3,192-64.7% |
| Admin fee / account holder | $767 | $3,540-78.3% | $7,478-89.7% | $4,297-82.1% |