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 | $34,543 | $65,561-47.3% | $86,188-59.9% | $75,163-54.0% |
| Participation rate | 62.5% | 60.5%+2.0pp | 69.0%-6.5pp | 67.2%-4.7pp |
| Annual return | 24.95% | 46.05%-21.1pp | 1168.45%-1143.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,495 | $3,024-17.5% | $3,985-37.4% | $4,125-39.5% |
| Admin fee / account holder | $65,568 | $5,474+1097.8% | $6,852+857.0% | $5,651+1060.3% |