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 | $22,865 | $48,046-52.4% | $84,611-73.0% | $72,985-68.7% |
| Participation rate | 68.1% | 57.6%+10.5pp | 68.2%-0.1pp | 69.5%-1.4pp |
| Annual return | 20.35% | 37.38%-17.0pp | 258.74%-238.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $691 | $1,602-56.9% | $2,652-74.0% | $2,440-71.7% |
| Participant deferral / active EE | $1,613 | $2,680-39.8% | $3,899-58.6% | $3,607-55.3% |
| Admin fee / account holder | $1,882 | $3,395-44.5% | $4,912-61.7% | $5,124-63.3% |