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 | $44,848 | $226,064-80.2% | $182,532-75.4% | $152,861-70.7% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.0%-13.7pp | 82.4%-18.2pp |
| Annual return | 20.12% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $531 | $4,978-89.3% | $4,076-87.0% | $4,762-88.8% |
| Participant deferral / active EE | $1,902 | $6,368-70.1% | $5,524-65.6% | $5,850-67.5% |
| Admin fee / account holder | $12,798 | $10,703+19.6% | $8,592+48.9% | $11,596+10.4% |