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 | $44,265 | $104,251-57.5% | $91,001-51.4% | $147,584-70.0% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.6%-42.3pp | 82.8%-49.5pp |
| Annual return | 20.74% | 27.06%-6.3pp | 4.60%+16.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,063 | $3,116-65.9% | $2,456-56.7% | $4,876-78.2% |
| Participant deferral / active EE | $3,557 | $4,195-15.2% | $3,547+0.3% | $5,439-34.6% |
| Admin fee / account holder | $416 | $8,948-95.3% | $5,417-92.3% | $10,885-96.2% |