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 | $40,776 | $56,053-27.3% | $75,972-46.3% | $80,856-49.6% |
| Participation rate | 68.6% | 62.0%+6.6pp | 69.1%-0.4pp | 67.6%+1.0pp |
| Annual return | 11.02% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.6pp |
| Employer contribution / active EE | $581 | $1,874-69.0% | $2,685-78.3% | $2,755-78.9% |
| Participant deferral / active EE | $1,557 | $3,052-49.0% | $4,255-63.4% | $4,296-63.8% |
| Admin fee / account holder | $4,271 | $5,234-18.4% | $6,467-34.0% | $6,918-38.3% |