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 | $33,265 | $34,308-3.0% | $74,701-55.5% | $72,985-54.4% |
| Participation rate | 48.1% | 42.4%+5.8pp | 54.5%-6.3pp | 69.5%-21.3pp |
| Annual return | 22.89% | 26.58%-3.7pp | 752.92%-730.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,053 | $692+52.2% | $1,084-2.8% | $2,440-56.8% |
| Participant deferral / active EE | $2,675 | $1,271+110.4% | $1,964+36.2% | $3,607-25.9% |
| Admin fee / account holder | $1,896 | $2,124-10.7% | $3,333-43.1% | $5,124-63.0% |