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 | $37,120 | $53,127-30.1% | $86,590-57.1% | $70,131-47.1% |
| Participation rate | 62.3% | 65.3%-3.0pp | 73.5%-11.3pp | 69.5%-7.2pp |
| Annual return | 12.96% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $820 | $2,068-60.3% | $2,839-71.1% | $2,342-65.0% |
| Participant deferral / active EE | $2,811 | $2,696+4.3% | $3,609-22.1% | $3,332-15.6% |
| Admin fee / account holder | $3,775 | $3,585+5.3% | $4,906-23.0% | $4,645-18.7% |