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 | $31,173 | $52,279-40.4% | $89,391-65.1% | $79,858-61.0% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 21.05% | 22.16%-1.1pp | 245.62%-224.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $636 | $1,572-59.5% | $2,586-75.4% | $2,471-74.3% |
| Participant deferral / active EE | $3,665 | $2,740+33.8% | $3,890-5.8% | $3,740-2.0% |
| Admin fee / account holder | $2,838 | $3,356-15.5% | $4,881-41.9% | $5,306-46.5% |