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 | $26,058 | $30,732-15.2% | $59,496-56.2% | $59,632-56.3% |
| Participation rate | 43.1% | 43.2%-0.1pp | 54.6%-11.5pp | 68.7%-25.6pp |
| Annual return | 14.37% | 4.47%+9.9pp | 182.05%-167.7pp | 2041.28%-2026.9pp |
| Employer contribution / active EE | $729 | $631+15.6% | $1,153-36.8% | $2,203-66.9% |
| Participant deferral / active EE | $1,904 | $1,183+61.0% | $1,829+4.1% | $3,192-40.3% |
| Admin fee / account holder | $766 | $2,136-64.1% | $2,232-65.7% | $4,297-82.2% |