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 | $37,529 | $62,573-40.0% | $85,682-56.2% | $85,850-56.3% |
| Participation rate | 62.1% | 61.1%+0.9pp | 69.9%-7.8pp | 69.3%-7.2pp |
| Annual return | 19.20% | 23.77%-4.6pp | 21.49%-2.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $457 | $1,757-74.0% | $2,618-82.6% | $2,565-82.2% |
| Participant deferral / active EE | $1,312 | $2,802-53.2% | $3,923-66.6% | $3,952-66.8% |
| Admin fee / account holder | $5,001 | $4,640+7.8% | $6,873-27.2% | $6,260-20.1% |