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 | $38,306 | $56,317-32.0% | $71,209-46.2% | $74,304-48.4% |
| Participation rate | 35.3% | 55.1%-19.8pp | 73.8%-38.4pp | 60.3%-25.0pp |
| Annual return | 73.62% | 42.83%+30.8pp | 282.51%-208.9pp | 29.43%+44.2pp |
| Employer contribution / active EE | $1,139 | $2,160-47.3% | $2,721-58.1% | $2,241-49.2% |
| Participant deferral / active EE | $2,624 | $2,788-5.9% | $4,175-37.2% | $3,767-30.4% |
| Admin fee / account holder | $2,889 | $2,290+26.2% | $5,349-46.0% | $2,969-2.7% |