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 | $20,431 | $48,335-57.7% | $121,098-83.1% | $71,457-71.4% |
| Participation rate | 63.5% | 54.3%+9.2pp | 69.5%-6.0pp | 67.9%-4.5pp |
| Annual return | 15.69% | 23.32%-7.6pp | 985.75%-970.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $880 | $1,489-40.9% | $4,164-78.9% | $2,588-66.0% |
| Participant deferral / active EE | $982 | $2,754-64.3% | $4,080-75.9% | $4,289-77.1% |
| Admin fee / account holder | $2,032 | $1,841+10.4% | $5,644-64.0% | $1,587+28.0% |