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 | $16,100 | $37,426-57.0% | $77,482-79.2% | $79,858-79.8% |
| Participation rate | 40.5% | 41.5%-1.0pp | 54.2%-13.7pp | 69.6%-29.2pp |
| Annual return | 20.69% | 39.70%-19.0pp | 54.79%-34.1pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,049 | $637+64.8% | $986+6.3% | $2,471-57.5% |
| Participant deferral / active EE | $2,339 | $1,260+85.6% | $1,861+25.7% | $3,740-37.5% |
| Admin fee / account holder | $311 | $2,504-87.6% | $2,858-89.1% | $5,306-94.1% |