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 | $18,077 | $56,317-67.9% | $71,209-74.6% | $74,304-75.7% |
| Participation rate | 69.3% | 55.1%+14.2pp | 73.8%-4.4pp | 60.3%+9.0pp |
| Annual return | 13.88% | 42.83%-28.9pp | 282.51%-268.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $440 | $2,160-79.6% | $2,721-83.8% | $2,241-80.4% |
| Participant deferral / active EE | $1,841 | $2,788-34.0% | $4,175-55.9% | $3,767-51.1% |
| Admin fee / account holder | $1,667 | $2,290-27.2% | $5,349-68.8% | $2,969-43.8% |