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 | $26,419 | $29,660-10.9% | $56,411-53.2% | $80,856-67.3% |
| Participation rate | 44.4% | 41.6%+2.8pp | 52.5%-8.0pp | 67.6%-23.2pp |
| Annual return | 12.89% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $799 | $669+19.4% | $1,039-23.0% | $2,755-71.0% |
| Participant deferral / active EE | $1,054 | $1,226-14.0% | $1,952-46.0% | $4,296-75.5% |
| Admin fee / account holder | $1,843 | $2,428-24.1% | $2,829-34.9% | $6,918-73.4% |