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 | $37,454 | $35,183+6.5% | $73,545-49.1% | $70,131-46.6% |
| Participation rate | 59.7% | 42.9%+16.8pp | 54.9%+4.8pp | 69.5%-9.8pp |
| Annual return | 19.15% | 26.90%-7.8pp | -15.16%+34.3pp | 73.14%-54.0pp |
| Employer contribution / active EE | $840 | $709+18.6% | $1,219-31.1% | $2,342-64.1% |
| Participant deferral / active EE | $1,138 | $1,220-6.7% | $1,806-37.0% | $3,332-65.9% |
| Admin fee / account holder | $18,048 | $2,302+683.9% | $2,320+678.0% | $4,645+288.5% |