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 | $50,683 | $65,409-22.5% | $98,442-48.5% | $85,850-41.0% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.6pp |
| Annual return | 21.86% | 21.76%+0.1pp | 1492.73%-1470.9pp | 318.53%-296.7pp |
| Employer contribution / active EE | $1,751 | $2,168-19.2% | $2,960-40.8% | $2,565-31.7% |
| Participant deferral / active EE | $3,239 | $3,166+2.3% | $4,276-24.2% | $3,952-18.0% |
| Admin fee / account holder | $5,186 | $4,593+12.9% | $5,949-12.8% | $6,260-17.2% |