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 | $12,453 | $47,848-74.0% | $81,478-84.7% | $70,131-82.2% |
| Participation rate | 63.2% | 58.3%+4.9pp | 68.0%-4.8pp | 69.5%-6.4pp |
| Annual return | 22.23% | 27.25%-5.0pp | 38.78%-16.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,026 | $1,527-32.8% | $2,568-60.0% | $2,342-56.2% |
| Participant deferral / active EE | $2,010 | $2,453-18.1% | $3,537-43.2% | $3,332-39.7% |
| Admin fee / account holder | $1,542 | $3,145-51.0% | $4,561-66.2% | $4,645-66.8% |