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 | $27,268 | $65,041-58.1% | $90,951-70.0% | $79,858-65.9% |
| Participation rate | 58.9% | 61.6%-2.7pp | 69.0%-10.1pp | 69.6%-10.7pp |
| Annual return | 19.90% | 30.45%-10.5pp | 134.60%-114.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $604 | $1,247-51.5% | $2,122-71.5% | $2,471-75.5% |
| Participant deferral / active EE | $3,323 | $2,512+32.3% | $3,373-1.5% | $3,740-11.2% |
| Admin fee / account holder | $1,583 | $4,536-65.1% | $5,959-73.4% | $5,306-70.2% |