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 | $42,377 | $53,127-20.2% | $86,590-51.1% | $70,131-39.6% |
| Participation rate | 65.0% | 65.3%-0.3pp | 73.5%-8.5pp | 69.5%-4.5pp |
| Annual return | 13.73% | 27.66%-13.9pp | 964.84%-951.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,481 | $2,068-28.4% | $2,839-47.8% | $2,342-36.8% |
| Participant deferral / active EE | $2,520 | $2,696-6.5% | $3,609-30.2% | $3,332-24.3% |
| Admin fee / account holder | $7,407 | $3,585+106.6% | $4,906+51.0% | $4,645+59.4% |