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 | $35,064 | $56,053-37.4% | $75,972-53.8% | $80,856-56.6% |
| Participation rate | 64.8% | 62.0%+2.8pp | 69.1%-4.3pp | 67.6%-2.8pp |
| Annual return | 10.27% | 20.53%-10.3pp | 359.55%-349.3pp | 35.59%-25.3pp |
| Employer contribution / active EE | $843 | $1,874-55.0% | $2,685-68.6% | $2,755-69.4% |
| Participant deferral / active EE | $2,169 | $3,052-28.9% | $4,255-49.0% | $4,296-49.5% |
| Admin fee / account holder | $3,113 | $5,234-40.5% | $6,467-51.9% | $6,918-55.0% |