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 | $46,552 | $171,164-72.8% | $127,761-63.6% | $152,861-69.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.0%-16.5pp | 82.4%-19.9pp |
| Annual return | 18.98% | 23.54%-4.6pp | 26.14%-7.2pp | 345.32%-326.3pp |
| Employer contribution / active EE | $8,324 | $5,447+52.8% | $4,574+82.0% | $4,762+74.8% |
| Participant deferral / active EE | $17,683 | $7,038+151.2% | $6,021+193.7% | $5,850+202.3% |
| Admin fee / account holder | $6,358 | $14,530-56.2% | $9,395-32.3% | $11,596-45.2% |