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 | $38,186 | $65,365-41.6% | $92,893-58.9% | $72,985-47.7% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 30.64% | 42.10%-11.5pp | 109.41%-78.8pp | 81.00%-50.4pp |
| Employer contribution / active EE | $1,249 | $2,594-51.8% | $3,653-65.8% | $2,440-48.8% |
| Participant deferral / active EE | $5,086 | $3,128+62.6% | $4,236+20.1% | $3,607+41.0% |
| Admin fee / account holder | $3,802 | $4,251-10.6% | $5,794-34.4% | $5,124-25.8% |