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 | $40,581 | $45,152-10.1% | $73,843-45.0% | $59,632-31.9% |
| Participation rate | 68.6% | 64.0%+4.5pp | 73.4%-4.9pp | 68.7%-0.1pp |
| Annual return | 1.94% | 27.40%-25.5pp | 2267.84%-2265.9pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $2,133 | $1,902+12.2% | $2,787-23.5% | $2,203-3.2% |
| Participant deferral / active EE | $4,251 | $2,574+65.2% | $3,583+18.6% | $3,192+33.2% |
| Admin fee / account holder | $8,478 | $3,516+141.1% | $4,880+73.7% | $4,297+97.3% |