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 | $17,985 | $81,248-77.9% | $155,509-88.4% | $80,856-77.8% |
| Participation rate | 61.3% | 66.2%-4.9pp | 78.2%-16.9pp | 67.6%-6.3pp |
| Annual return | 25.38% | 33.31%-7.9pp | 64.67%-39.3pp | 35.59%-10.2pp |
| Employer contribution / active EE | $522 | $3,100-83.2% | $4,672-88.8% | $2,755-81.1% |
| Participant deferral / active EE | $969 | $3,452-71.9% | $5,626-82.8% | $4,296-77.4% |
| Admin fee / account holder | $3,645 | $7,997-54.4% | $15,912-77.1% | $6,918-47.3% |