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 | $25,478 | $48,046-47.0% | $84,611-69.9% | $72,985-65.1% |
| Participation rate | 68.2% | 57.6%+10.6pp | 68.2%-0.1pp | 69.5%-1.3pp |
| Annual return | 19.83% | 37.38%-17.5pp | 258.74%-238.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $670 | $1,602-58.2% | $2,652-74.7% | $2,440-72.5% |
| Participant deferral / active EE | $1,805 | $2,680-32.7% | $3,899-53.7% | $3,607-50.0% |
| Admin fee / account holder | $1,003 | $3,395-70.5% | $4,912-79.6% | $5,124-80.4% |