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 | $21,796 | $53,777-59.5% | $134,143-83.8% | $79,858-72.7% |
| Participation rate | 59.8% | 58.8%+1.0pp | 72.2%-12.4pp | 69.6%-9.9pp |
| Annual return | 14.74% | 19.01%-4.3pp | 36.33%-21.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $916 | $1,321-30.7% | $3,704-75.3% | $2,471-62.9% |
| Participant deferral / active EE | $1,246 | $2,420-48.5% | $3,499-64.4% | $3,740-66.7% |
| Admin fee / account holder | $1,266 | $3,984-68.2% | $6,684-81.1% | $5,306-76.1% |