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 | $46,045 | $58,208-20.9% | $81,812-43.7% | $80,856-43.1% |
| Participation rate | 67.9% | 63.4%+4.4pp | 72.3%-4.5pp | 67.6%+0.2pp |
| Annual return | 11.08% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $528 | $2,340-77.4% | $2,912-81.9% | $2,755-80.8% |
| Participant deferral / active EE | $1,352 | $3,281-58.8% | $4,319-68.7% | $4,296-68.5% |
| Admin fee / account holder | $6,659 | $4,981+33.7% | $7,386-9.8% | $6,918-3.8% |