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 | $55,553 | $65,561-15.3% | $86,188-35.5% | $75,163-26.1% |
| Participation rate | 66.1% | 60.5%+5.6pp | 69.0%-2.8pp | 67.2%-1.1pp |
| Annual return | 21.25% | 46.05%-24.8pp | 1168.45%-1147.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $510 | $1,553-67.2% | $2,380-78.6% | $2,670-80.9% |
| Participant deferral / active EE | $1,452 | $3,024-52.0% | $3,985-63.6% | $4,125-64.8% |
| Admin fee / account holder | $511 | $5,474-90.7% | $6,852-92.5% | $5,651-91.0% |