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 | $45,440 | $72,277-37.1% | $101,248-55.1% | $79,858-43.1% |
| Participation rate | 67.3% | 68.5%-1.2pp | 75.8%-8.5pp | 69.6%-2.3pp |
| Annual return | 56.32% | 22.30%+34.0pp | 46.47%+9.8pp | 31.71%+24.6pp |
| Employer contribution / active EE | $2,504 | $2,692-7.0% | $3,660-31.6% | $2,471+1.3% |
| Participant deferral / active EE | $4,945 | $3,282+50.7% | $4,370+13.1% | $3,740+32.2% |
| Admin fee / account holder | $3,300 | $4,400-25.0% | $5,945-44.5% | $5,306-37.8% |