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 | $80,430 | $65,561+22.7% | $86,188-6.7% | $75,163+7.0% |
| Participation rate | 41.6% | 60.5%-18.9pp | 69.0%-27.4pp | 67.2%-25.6pp |
| Annual return | 13.97% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,054 | $1,553-32.1% | $2,380-55.7% | $2,670-60.5% |
| Participant deferral / active EE | $2,391 | $3,024-20.9% | $3,985-40.0% | $4,125-42.0% |
| Admin fee / account holder | $3,027 | $5,474-44.7% | $6,852-55.8% | $5,651-46.4% |