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 | $27,430 | $27,915-1.7% | $58,482-53.1% | $75,163-63.5% |
| Participation rate | 41.7% | 38.8%+2.8pp | 50.9%-9.2pp | 67.2%-25.5pp |
| Annual return | 16.55% | 44.20%-27.7pp | 4239.32%-4222.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $672 | $669+0.4% | $1,053-36.2% | $2,670-74.8% |
| Participant deferral / active EE | $1,078 | $1,201-10.2% | $1,924-44.0% | $4,125-73.9% |
| Admin fee / account holder | $1,566 | $1,726-9.3% | $2,516-37.8% | $5,651-72.3% |