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 7-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 | $31,317 | $48,795-35.8% | $65,493-52.2% | $84,808-63.1% |
| Participation rate | 66.7% | 67.0%-0.3pp | 73.1%-6.4pp | 68.3%-1.6pp |
| Annual return | 38.54% | 20.20%+18.3pp | 982.45%-943.9pp | 40.90%-2.4pp |
| Employer contribution / active EE | $5,093 | $1,930+163.9% | $2,574+97.8% | $2,631+93.6% |
| Participant deferral / active EE | $3,691 | $2,928+26.0% | $3,961-6.8% | $4,212-12.4% |
| Admin fee / account holder | $3,164 | $3,877-18.4% | $5,028-37.1% | $7,344-56.9% |