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 | $28,055 | $95,416-70.6% | $185,823-84.9% | $85,850-67.3% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 16.38% | 23.59%-7.2pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,841 | $3,314-44.4% | $5,167-64.4% | $2,565-28.2% |
| Participant deferral / active EE | $3,860 | $3,423+12.8% | $5,568-30.7% | $3,952-2.3% |
| Admin fee / account holder | $1,586 | $7,213-78.0% | $16,237-90.2% | $6,260-74.7% |