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 | $38,943 | $65,561-40.6% | $86,188-54.8% | $75,163-48.2% |
| Participation rate | 48.5% | 60.5%-12.0pp | 69.0%-20.5pp | 67.2%-18.7pp |
| Annual return | 16.64% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $392 | $1,553-74.8% | $2,380-83.5% | $2,670-85.3% |
| Participant deferral / active EE | $1,260 | $3,024-58.3% | $3,985-68.4% | $4,125-69.4% |
| Admin fee / account holder | $4,352 | $5,474-20.5% | $6,852-36.5% | $5,651-23.0% |