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 | $36,207 | $65,041-44.3% | $90,951-60.2% | $79,858-54.7% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 53.93% | 30.45%+23.5pp | 134.60%-80.7pp | 31.71%+22.2pp |
| Employer contribution / active EE | $1,132 | $1,247-9.3% | $2,122-46.7% | $2,471-54.2% |
| Participant deferral / active EE | $2,425 | $2,512-3.4% | $3,373-28.1% | $3,740-35.1% |
| Admin fee / account holder | $2,293 | $4,536-49.4% | $5,959-61.5% | $5,306-56.8% |