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 | $42,754 | $65,395-34.6% | $182,532-76.6% | $72,985-41.4% |
| Participation rate | 67.4% | 65.4%+1.9pp | 78.0%-10.6pp | 69.5%-2.1pp |
| Annual return | 32.60% | 27.68%+4.9pp | 148.54%-115.9pp | 81.00%-48.4pp |
| Employer contribution / active EE | $3,192 | $1,911+67.0% | $4,076-21.7% | $2,440+30.8% |
| Participant deferral / active EE | $5,309 | $3,563+49.0% | $5,524-3.9% | $3,607+47.2% |
| Admin fee / account holder | $729 | $4,245-82.8% | $8,592-91.5% | $5,124-85.8% |