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 | $29,448 | $70,428-58.2% | $96,562-69.5% | $85,850-65.7% |
| Participation rate | 67.6% | 61.8%+5.8pp | 69.8%-2.2pp | 69.3%-1.7pp |
| Annual return | 16.66% | 18.59%-1.9pp | 37.78%-21.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $706 | $1,413-50.0% | $2,356-70.0% | $2,565-72.5% |
| Participant deferral / active EE | $1,879 | $2,894-35.1% | $3,849-51.2% | $3,952-52.5% |
| Admin fee / account holder | $3,806 | $4,997-23.8% | $6,181-38.4% | $6,260-39.2% |