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 | $31,651 | $65,561-51.7% | $86,188-63.3% | $75,163-57.9% |
| Participation rate | 67.1% | 60.5%+6.6pp | 69.0%-1.9pp | 67.2%-0.1pp |
| Annual return | 16.34% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,333 | $1,553-14.1% | $2,380-44.0% | $2,670-50.1% |
| Participant deferral / active EE | $2,492 | $3,024-17.6% | $3,985-37.5% | $4,125-39.6% |
| Admin fee / account holder | $5,398 | $5,474-1.4% | $6,852-21.2% | $5,651-4.5% |