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 | $44,930 | $72,404-37.9% | $110,238-59.2% | $64,186-30.0% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.0pp |
| Annual return | 18.74% | -6.29%+25.0pp | 314.74%-296.0pp | 7.63%+11.1pp |
| Employer contribution / active EE | $1,655 | $2,282-27.5% | $3,826-56.8% | $2,381-30.5% |
| Participant deferral / active EE | $4,286 | $3,469+23.6% | $4,672-8.3% | $3,470+23.5% |
| Admin fee / account holder | $6,241 | $5,664+10.2% | $8,547-27.0% | $4,888+27.7% |