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 | $44,420 | $67,984-34.7% | $65,493-32.2% | $74,304-40.2% |
| Participation rate | 69.7% | 66.3%+3.4pp | 73.1%-3.3pp | 60.3%+9.4pp |
| Annual return | 20.15% | 19.87%+0.3pp | 982.45%-962.3pp | 29.43%-9.3pp |
| Employer contribution / active EE | $833 | $2,491-66.6% | $2,574-67.7% | $2,241-62.9% |
| Participant deferral / active EE | $1,076 | $3,346-67.8% | $3,961-72.8% | $3,767-71.4% |
| Admin fee / account holder | $3,041 | $1,373+121.5% | $5,028-39.5% | $2,969+2.4% |