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 | $30,986 | $76,000-59.2% | $154,107-79.9% | $64,186-51.7% |
| Participation rate | 68.7% | 70.4%-1.8pp | 83.0%-14.4pp | 69.6%-0.9pp |
| Annual return | -5.15% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,614 | $3,351-51.8% | $5,298-69.5% | $2,381-32.2% |
| Participant deferral / active EE | $1,506 | $3,175-52.6% | $5,081-70.4% | $3,470-56.6% |
| Admin fee / account holder | $818 | $5,596-85.4% | $13,411-93.9% | $4,888-83.3% |