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 | $18,508 | $55,706-66.8% | $75,886-75.6% | $72,985-74.6% |
| Participation rate | 68.4% | 61.1%+7.3pp | 69.3%-0.9pp | 69.5%-1.1pp |
| Annual return | 30.78% | 27.59%+3.2pp | 30.76%0pp | 81.00%-50.2pp |
| Employer contribution / active EE | $390 | $1,687-76.9% | $2,500-84.4% | $2,440-84.0% |
| Participant deferral / active EE | $3,184 | $2,634+20.9% | $3,603-11.6% | $3,607-11.7% |
| Admin fee / account holder | $2,104 | $3,978-47.1% | $5,418-61.2% | $5,124-58.9% |