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 | $36,117 | $58,208-38.0% | $81,812-55.9% | $80,856-55.3% |
| Participation rate | 67.8% | 63.4%+4.4pp | 72.3%-4.5pp | 67.6%+0.2pp |
| Annual return | 15.55% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,350 | $2,340+0.4% | $2,912-19.3% | $2,755-14.7% |
| Participant deferral / active EE | $2,229 | $3,281-32.1% | $4,319-48.4% | $4,296-48.1% |
| Admin fee / account holder | $1,501 | $4,981-69.9% | $7,386-79.7% | $6,918-78.3% |