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 | $29,530 | $89,753-67.1% | $107,525-72.5% | $84,808-65.2% |
| Participation rate | 69.4% | 68.1%+1.4pp | 75.1%-5.6pp | 68.3%+1.1pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,096 | $3,113-64.8% | $3,754-70.8% | $2,631-58.4% |
| Participant deferral / active EE | $1,697 | $4,056-58.2% | $5,116-66.8% | $4,212-59.7% |
| Admin fee / account holder | $2,696 | $7,222-62.7% | $8,919-69.8% | $7,344-63.3% |