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 | $39,516 | $58,208-32.1% | $81,812-51.7% | $80,856-51.1% |
| Participation rate | 69.0% | 63.4%+5.6pp | 72.3%-3.4pp | 67.6%+1.3pp |
| Annual return | 20.24% | 41.66%-21.4pp | 773.79%-753.5pp | 35.59%-15.4pp |
| Employer contribution / active EE | $3,331 | $2,340+42.3% | $2,912+14.4% | $2,755+20.9% |
| Participant deferral / active EE | $3,585 | $3,281+9.3% | $4,319-17.0% | $4,296-16.6% |
| Admin fee / account holder | $2,697 | $4,981-45.9% | $7,386-63.5% | $6,918-61.0% |