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 | $21,334 | $52,279-59.2% | $89,391-76.1% | $79,858-73.3% |
| Participation rate | 63.0% | 57.5%+5.4pp | 68.0%-5.0pp | 69.6%-6.7pp |
| Annual return | 13.08% | 22.16%-9.1pp | 245.62%-232.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $445 | $1,572-71.7% | $2,586-82.8% | $2,471-82.0% |
| Participant deferral / active EE | $939 | $2,740-65.7% | $3,890-75.9% | $3,740-74.9% |
| Admin fee / account holder | $4,956 | $3,356+47.7% | $4,881+1.5% | $5,306-6.6% |