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 | $29,874 | $48,046-37.8% | $84,611-64.7% | $72,985-59.1% |
| Participation rate | 59.4% | 57.6%+1.8pp | 68.2%-8.9pp | 69.5%-10.1pp |
| Annual return | 23.50% | 37.38%-13.9pp | 258.74%-235.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,089 | $1,602-32.0% | $2,652-58.9% | $2,440-55.3% |
| Participant deferral / active EE | $2,301 | $2,680-14.1% | $3,899-41.0% | $3,607-36.2% |
| Admin fee / account holder | $1,587 | $3,395-53.3% | $4,912-67.7% | $5,124-69.0% |