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 | $42,056 | $50,666-17.0% | $76,817-45.3% | $65,185-35.5% |
| Participation rate | 65.7% | 68.8%-3.1pp | 72.1%-6.4pp | 70.2%-4.5pp |
| Annual return | 27.47% | 28.51%-1.0pp | 1166.11%-1138.6pp | 29.38%-1.9pp |
| Employer contribution / active EE | $2,504 | $1,575+59.0% | $2,302+8.8% | $2,177+15.0% |
| Participant deferral / active EE | $5,147 | $2,647+94.5% | $3,336+54.3% | $3,514+46.5% |
| Admin fee / account holder | $2,709 | $463+485.1% | $6,420-57.8% | $847+219.8% |