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 | $42,881 | $70,428-39.1% | $96,562-55.6% | $85,850-50.1% |
| Participation rate | 63.6% | 61.8%+1.8pp | 69.8%-6.2pp | 69.3%-5.7pp |
| Annual return | 44.91% | 18.59%+26.3pp | 37.78%+7.1pp | 318.53%-273.6pp |
| Employer contribution / active EE | $1,274 | $1,413-9.8% | $2,356-45.9% | $2,565-50.3% |
| Participant deferral / active EE | $3,128 | $2,894+8.1% | $3,849-18.7% | $3,952-20.8% |
| Admin fee / account holder | $1,869 | $4,997-62.6% | $6,181-69.8% | $6,260-70.1% |