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 | $32,784 | $73,933-55.7% | $96,683-66.1% | $75,163-56.4% |
| Participation rate | 64.1% | 66.4%-2.3pp | 74.3%-10.2pp | 67.2%-3.1pp |
| Annual return | 46.50% | 26.70%+19.8pp | 35.69%+10.8pp | 160.62%-114.1pp |
| Employer contribution / active EE | $2,345 | $2,928-19.9% | $3,737-37.2% | $2,670-12.2% |
| Participant deferral / active EE | $4,695 | $3,659+28.3% | $4,878-3.8% | $4,125+13.8% |
| Admin fee / account holder | $345 | $5,216-93.4% | $6,730-94.9% | $5,651-93.9% |