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 | $39,631 | $53,516-25.9% | $126,539-68.7% | $84,808-53.3% |
| Participation rate | 67.9% | 58.2%+9.7pp | 69.8%-1.9pp | 68.3%-0.4pp |
| Annual return | 13.29% | 58.34%-45.1pp | 425.95%-412.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $381 | $1,535-75.2% | $3,674-89.6% | $2,631-85.5% |
| Participant deferral / active EE | $2,661 | $2,671-0.4% | $4,083-34.8% | $4,212-36.8% |
| Admin fee / account holder | $5,540 | $4,497+23.2% | $6,065-8.6% | $7,344-24.6% |