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 | $34,173 | $91,190-62.5% | $178,490-80.9% | $79,858-57.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 13.39% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $684 | $3,256-79.0% | $5,011-86.3% | $2,471-72.3% |
| Participant deferral / active EE | $2,862 | $3,236-11.6% | $5,202-45.0% | $3,740-23.5% |
| Admin fee / account holder | $2,534 | $6,751-62.5% | $13,984-81.9% | $5,306-52.2% |