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 | $18,540 | $45,073-58.9% | $69,455-73.3% | $72,985-74.6% |
| Participation rate | 36.7% | 68.5%-31.8pp | 74.6%-37.9pp | 69.5%-32.8pp |
| Annual return | 25.27% | 22.65%+2.6pp | 28.97%-3.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $867 | $2,054-57.8% | $2,779-68.8% | $2,440-64.5% |
| Participant deferral / active EE | $1,655 | $2,602-36.4% | $3,535-53.2% | $3,607-54.1% |
| Admin fee / account holder | $3,195 | $3,056+4.6% | $3,839-16.8% | $5,124-37.6% |