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 | $20,150 | $45,073-55.3% | $69,455-71.0% | $72,985-72.4% |
| Participation rate | 32.6% | 68.5%-35.9pp | 74.6%-42.1pp | 69.5%-36.9pp |
| Annual return | 25.24% | 22.65%+2.6pp | 28.97%-3.7pp | 81.00%-55.8pp |
| Employer contribution / active EE | $698 | $2,054-66.0% | $2,779-74.9% | $2,440-71.4% |
| Participant deferral / active EE | $1,990 | $2,602-23.5% | $3,535-43.7% | $3,607-44.8% |
| Admin fee / account holder | $2,454 | $3,056-19.7% | $3,839-36.1% | $5,124-52.1% |