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 | $40,516 | $65,696-38.3% | $56,429-28.2% | $147,584-72.5% |
| Participation rate | 66.7% | 85.5%-18.9pp | 80.0%-13.4pp | 82.8%-16.2pp |
| Annual return | 21.78% | 13.32%+8.5pp | 19.04%+2.7pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,267 | $4,121-69.3% | $3,405-62.8% | $4,876-74.0% |
| Participant deferral / active EE | $2,720 | $4,876-44.2% | $3,951-31.2% | $5,439-50.0% |
| Admin fee / account holder | $1,773 | $5,947-70.2% | $4,466-60.3% | $10,885-83.7% |