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 | $44,402 | $65,561-32.3% | $86,188-48.5% | $75,163-40.9% |
| Participation rate | 65.0% | 60.5%+4.5pp | 69.0%-4.0pp | 67.2%-2.2pp |
| Annual return | 14.54% | 46.05%-31.5pp | 1168.45%-1153.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,305 | $1,553-16.0% | $2,380-45.2% | $2,670-51.1% |
| Participant deferral / active EE | $2,891 | $3,024-4.4% | $3,985-27.4% | $4,125-29.9% |
| Admin fee / account holder | $1,291 | $5,474-76.4% | $6,852-81.2% | $5,651-77.2% |