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 | $30,314 | $53,053-42.9% | $126,539-76.0% | $74,304-59.2% |
| Participation rate | 52.3% | 48.0%+4.3pp | 69.8%-17.5pp | 60.3%-8.0pp |
| Annual return | 16.26% | 29.46%-13.2pp | 425.95%-409.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $537 | $1,168-54.0% | $3,674-85.4% | $2,241-76.1% |
| Participant deferral / active EE | $3,007 | $2,303+30.5% | $4,083-26.4% | $3,767-20.2% |
| Admin fee / account holder | $15,639 | $3,698+322.9% | $6,065+157.9% | $2,969+426.8% |