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 | $42,832 | $100,773-57.5% | $88,946-51.8% | $142,382-69.9% |
| Participation rate | 69.6% | 74.3%-4.7pp | 68.8%+0.7pp | 80.1%-10.6pp |
| Annual return | 16.25% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $854 | $2,918-70.7% | $2,555-66.6% | $4,299-80.1% |
| Participant deferral / active EE | $1,793 | $5,230-65.7% | $4,581-60.9% | $6,507-72.4% |
| Admin fee / account holder | $1,756 | $9,693-81.9% | $8,261-78.7% | $12,624-86.1% |