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 | $48,573 | $60,124-19.2% | $90,404-46.3% | $79,858-39.2% |
| Participation rate | 66.2% | 65.0%+1.2pp | 72.7%-6.5pp | 69.6%-3.4pp |
| Annual return | 14.17% | 71.94%-57.8pp | 1293.02%-1278.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,333 | $2,068-35.6% | $3,262-59.1% | $2,471-46.1% |
| Participant deferral / active EE | $2,650 | $2,938-9.8% | $3,963-33.1% | $3,740-29.1% |
| Admin fee / account holder | $9,526 | $3,976+139.6% | $5,611+69.8% | $5,306+79.5% |