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 | $30,340 | $48,364-37.3% | $71,796-57.7% | $62,891-51.8% |
| Participation rate | 62.5% | 60.6%+1.9pp | 69.1%-6.6pp | 69.3%-6.8pp |
| Annual return | 10.08% | 13.16%-3.1pp | 78.04%-68.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $702 | $1,042-32.7% | $1,924-63.5% | $2,281-69.2% |
| Participant deferral / active EE | $1,328 | $2,091-36.5% | $2,794-52.5% | $3,203-58.5% |
| Admin fee / account holder | $5,833 | $3,771+54.7% | $4,815+21.1% | $4,296+35.8% |