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 | $22,519 | $46,869-52.0% | $122,332-81.6% | $70,131-67.9% |
| Participation rate | 65.8% | 58.2%+7.6pp | 71.6%-5.8pp | 69.5%-3.8pp |
| Annual return | 13.68% | 24.22%-10.5pp | 30.27%-16.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,012 | $1,288-21.5% | $4,050-75.0% | $2,342-56.8% |
| Participant deferral / active EE | $2,191 | $2,166+1.1% | $3,287-33.3% | $3,332-34.2% |
| Admin fee / account holder | $698 | $3,322-79.0% | $5,478-87.3% | $4,645-85.0% |