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 | $34,784 | $76,670-54.6% | $96,683-64.0% | $71,457-51.3% |
| Participation rate | 69.1% | 66.6%+2.5pp | 74.3%-5.3pp | 67.9%+1.2pp |
| Annual return | 19.13% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,598 | $3,031-47.3% | $3,737-57.2% | $2,588-38.2% |
| Participant deferral / active EE | $2,707 | $3,771-28.2% | $4,878-44.5% | $4,289-36.9% |
| Admin fee / account holder | $2,412 | $2,028+18.9% | $6,730-64.2% | $1,587+52.0% |