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 | $25,810 | $54,762-52.9% | $90,281-71.4% | $72,985-64.6% |
| Participation rate | 40.3% | 65.1%-24.8pp | 73.3%-32.9pp | 69.5%-29.2pp |
| Annual return | 17.67% | 30.63%-13.0pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $437 | $2,092-79.1% | $2,854-84.7% | $2,440-82.1% |
| Participant deferral / active EE | $996 | $2,887-65.5% | $3,885-74.4% | $3,607-72.4% |
| Admin fee / account holder | $4,910 | $3,972+23.6% | $5,351-8.2% | $5,124-4.2% |