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 | $41,489 | $31,310+32.5% | $53,898-23.0% | $74,304-44.2% |
| Participation rate | 30.9% | 30.7%+0.2pp | 55.0%-24.1pp | 60.3%-29.5pp |
| Annual return | 18.62% | 23.16%-4.5pp | 528.60%-510.0pp | 29.43%-10.8pp |
| Employer contribution / active EE | $898 | $450+99.7% | $932-3.6% | $2,241-59.9% |
| Participant deferral / active EE | $1,789 | $934+91.5% | $1,826-2.0% | $3,767-52.5% |
| Admin fee / account holder | $2,274 | $2,175+4.5% | $2,491-8.7% | $2,969-23.4% |