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 | $23,063 | $63,346-63.6% | $92,233-75.0% | $70,131-67.1% |
| Participation rate | 48.3% | 68.7%-20.4pp | 76.5%-28.2pp | 69.5%-21.2pp |
| Annual return | 16.74% | 530.12%-513.4pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $879 | $2,471-64.4% | $3,679-76.1% | $2,342-62.5% |
| Participant deferral / active EE | $1,917 | $2,854-32.8% | $3,897-50.8% | $3,332-42.5% |
| Admin fee / account holder | $1,522 | $3,840-60.4% | $5,194-70.7% | $4,645-67.2% |