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 | $26,075 | $37,426-30.3% | $77,482-66.3% | $79,858-67.3% |
| Participation rate | 60.7% | 41.5%+19.2pp | 54.2%+6.5pp | 69.6%-8.9pp |
| Annual return | 32.27% | 39.70%-7.4pp | 54.79%-22.5pp | 31.71%+0.6pp |
| Employer contribution / active EE | $1,300 | $637+104.2% | $986+31.8% | $2,471-47.4% |
| Participant deferral / active EE | $3,648 | $1,260+189.5% | $1,861+96.0% | $3,740-2.5% |
| Admin fee / account holder | $1,571 | $2,504-37.3% | $2,858-45.0% | $5,306-70.4% |