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 | $47,666 | $58,208-18.1% | $81,812-41.7% | $80,856-41.0% |
| Participation rate | 67.4% | 63.4%+4.0pp | 72.3%-5.0pp | 67.6%-0.2pp |
| Annual return | 41.28% | 41.66%-0.4pp | 773.79%-732.5pp | 35.59%+5.7pp |
| Employer contribution / active EE | $1,541 | $2,340-34.1% | $2,912-47.1% | $2,755-44.1% |
| Participant deferral / active EE | $3,067 | $3,281-6.5% | $4,319-29.0% | $4,296-28.6% |
| Admin fee / account holder | $1,209 | $4,981-75.7% | $7,386-83.6% | $6,918-82.5% |