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 | $36,681 | $53,053-30.9% | $126,539-71.0% | $74,304-50.6% |
| Participation rate | 51.2% | 48.0%+3.2pp | 69.8%-18.6pp | 60.3%-9.2pp |
| Annual return | 16.86% | 29.46%-12.6pp | 425.95%-409.1pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,071 | $1,168-8.3% | $3,674-70.9% | $2,241-52.2% |
| Participant deferral / active EE | $2,065 | $2,303-10.3% | $4,083-49.4% | $3,767-45.2% |
| Admin fee / account holder | $3,985 | $3,698+7.8% | $6,065-34.3% | $2,969+34.2% |