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 | $33,025 | $70,669-53.3% | $169,368-80.5% | $75,163-56.1% |
| Participation rate | 67.9% | 64.8%+3.1pp | 77.1%-9.2pp | 67.2%+0.7pp |
| Annual return | 16.34% | 36.36%-20.0pp | 405.60%-389.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,164 | $2,211-47.3% | $4,013-71.0% | $2,670-56.4% |
| Participant deferral / active EE | $2,026 | $4,311-53.0% | $6,221-67.4% | $4,125-50.9% |
| Admin fee / account holder | $406 | $5,402-92.5% | $9,003-95.5% | $5,651-92.8% |