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 | $28,360 | $49,915-43.2% | $154,803-81.7% | $74,304-61.8% |
| Participation rate | 58.1% | 54.0%+4.2pp | 78.1%-19.9pp | 60.3%-2.2pp |
| Annual return | 15.19% | 34.06%-18.9pp | 58.88%-43.7pp | 29.43%-14.2pp |
| Employer contribution / active EE | $751 | $1,611-53.4% | $4,305-82.5% | $2,241-66.5% |
| Participant deferral / active EE | $1,582 | $2,255-29.8% | $5,540-71.4% | $3,767-58.0% |
| Admin fee / account holder | $2,928 | $2,189+33.8% | $14,329-79.6% | $2,969-1.4% |