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 | $26,153 | $81,248-67.8% | $155,509-83.2% | $80,856-67.7% |
| Participation rate | 54.0% | 66.2%-12.2pp | 78.2%-24.2pp | 67.6%-13.6pp |
| Annual return | 39.79% | 33.31%+6.5pp | 64.67%-24.9pp | 35.59%+4.2pp |
| Employer contribution / active EE | $848 | $3,100-72.6% | $4,672-81.9% | $2,755-69.2% |
| Participant deferral / active EE | $1,392 | $3,452-59.7% | $5,626-75.3% | $4,296-67.6% |
| Admin fee / account holder | $2,547 | $7,997-68.2% | $15,912-84.0% | $6,918-63.2% |