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 | $42,077 | $49,922-15.7% | $80,569-47.8% | $75,163-44.0% |
| Participation rate | 51.5% | 55.3%-3.8pp | 67.0%-15.5pp | 67.2%-15.7pp |
| Annual return | 19.53% | 34.69%-15.2pp | 935.43%-915.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,588 | $1,698-6.5% | $2,723-41.7% | $2,670-40.5% |
| Participant deferral / active EE | $2,846 | $2,990-4.8% | $4,447-36.0% | $4,125-31.0% |
| Admin fee / account holder | $4,119 | $3,577+15.1% | $5,377-23.4% | $5,651-27.1% |