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 | $41,370 | $77,899-46.9% | $149,673-72.4% | $75,163-45.0% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.8%-34.3pp | 67.2%-22.7pp |
| Annual return | 29.38% | 31.72%-2.3pp | 134.42%-105.0pp | 160.62%-131.2pp |
| Employer contribution / active EE | $1,916 | $3,137-38.9% | $4,818-60.2% | $2,670-28.2% |
| Participant deferral / active EE | $4,301 | $3,411+26.1% | $5,680-24.3% | $4,125+4.3% |
| Admin fee / account holder | $11,008 | $5,956+84.8% | $13,210-16.7% | $5,651+94.8% |