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 | $34,456 | $81,248-57.6% | $155,509-77.8% | $80,856-57.4% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.4pp | 67.6%+0.1pp |
| Annual return | 17.72% | 33.31%-15.6pp | 64.67%-46.9pp | 35.59%-17.9pp |
| Employer contribution / active EE | $979 | $3,100-68.4% | $4,672-79.0% | $2,755-64.4% |
| Participant deferral / active EE | $2,838 | $3,452-17.8% | $5,626-49.6% | $4,296-33.9% |
| Admin fee / account holder | $2,553 | $7,997-68.1% | $15,912-84.0% | $6,918-63.1% |