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 | $33,637 | $48,046-30.0% | $84,611-60.2% | $72,985-53.9% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 18.68% | 37.38%-18.7pp | 258.74%-240.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $644 | $1,602-59.8% | $2,652-75.7% | $2,440-73.6% |
| Participant deferral / active EE | $1,727 | $2,680-35.6% | $3,899-55.7% | $3,607-52.1% |
| Admin fee / account holder | $880 | $3,395-74.1% | $4,912-82.1% | $5,124-82.8% |