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 | $67,925 | $54,705+24.2% | $71,209-4.6% | $84,808-19.9% |
| Participation rate | 52.8% | 64.1%-11.3pp | 73.8%-20.9pp | 68.3%-15.5pp |
| Annual return | 41.40% | 35.90%+5.5pp | 282.51%-241.1pp | 40.90%+0.5pp |
| Employer contribution / active EE | $1,682 | $2,158-22.1% | $2,721-38.2% | $2,631-36.1% |
| Participant deferral / active EE | $2,086 | $3,030-31.1% | $4,175-50.0% | $4,212-50.5% |
| Admin fee / account holder | $3,985 | $4,863-18.1% | $5,349-25.5% | $7,344-45.7% |