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 | $20,798 | $77,899-73.3% | $149,673-86.1% | $75,163-72.3% |
| Participation rate | 69.8% | 65.6%+4.3pp | 78.8%-8.9pp | 67.2%+2.6pp |
| Annual return | 17.72% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $684 | $3,137-78.2% | $4,818-85.8% | $2,670-74.4% |
| Participant deferral / active EE | $1,285 | $3,411-62.3% | $5,680-77.4% | $4,125-68.8% |
| Admin fee / account holder | $1,054 | $5,956-82.3% | $13,210-92.0% | $5,651-81.3% |