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 | $48,454 | $49,922-2.9% | $80,569-39.9% | $75,163-35.5% |
| Participation rate | 55.9% | 55.3%+0.6pp | 67.0%-11.1pp | 67.2%-11.3pp |
| Annual return | 17.09% | 34.69%-17.6pp | 935.43%-918.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $975 | $1,698-42.6% | $2,723-64.2% | $2,670-63.5% |
| Participant deferral / active EE | $3,315 | $2,990+10.9% | $4,447-25.5% | $4,125-19.6% |
| Admin fee / account holder | $445 | $3,577-87.6% | $5,377-91.7% | $5,651-92.1% |