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 | $19,148 | $91,190-79.0% | $178,490-89.3% | $79,858-76.0% |
| Participation rate | 59.0% | 69.2%-10.2pp | 81.9%-22.9pp | 69.6%-10.7pp |
| Annual return | 16.72% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $717 | $3,256-78.0% | $5,011-85.7% | $2,471-71.0% |
| Participant deferral / active EE | $1,104 | $3,236-65.9% | $5,202-78.8% | $3,740-70.5% |
| Admin fee / account holder | $1,389 | $6,751-79.4% | $13,984-90.1% | $5,306-73.8% |