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 | $66,853 | $65,561+2.0% | $86,188-22.4% | $75,163-11.1% |
| Participation rate | 60.9% | 60.5%+0.4pp | 69.0%-8.1pp | 67.2%-6.3pp |
| Annual return | 20.92% | 46.05%-25.1pp | 1168.45%-1147.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $671 | $1,553-56.8% | $2,380-71.8% | $2,670-74.9% |
| Participant deferral / active EE | $2,522 | $3,024-16.6% | $3,985-36.7% | $4,125-38.9% |
| Admin fee / account holder | $742 | $5,474-86.4% | $6,852-89.2% | $5,651-86.9% |