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 | $21,196 | $46,869-54.8% | $122,332-82.7% | $70,131-69.8% |
| Participation rate | 69.7% | 58.2%+11.5pp | 71.6%-2.0pp | 69.5%+0.1pp |
| Annual return | 13.56% | 24.22%-10.7pp | 30.27%-16.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $803 | $1,288-37.7% | $4,050-80.2% | $2,342-65.7% |
| Participant deferral / active EE | $1,183 | $2,166-45.4% | $3,287-64.0% | $3,332-64.5% |
| Admin fee / account holder | $738 | $3,322-77.8% | $5,478-86.5% | $4,645-84.1% |