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 | $19,848 | $48,046-58.7% | $84,611-76.5% | $72,985-72.8% |
| Participation rate | 69.0% | 57.6%+11.4pp | 68.2%+0.7pp | 69.5%-0.5pp |
| Annual return | 22.57% | 37.38%-14.8pp | 258.74%-236.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,230 | $1,602-23.2% | $2,652-53.6% | $2,440-49.6% |
| Participant deferral / active EE | $2,637 | $2,680-1.6% | $3,899-32.3% | $3,607-26.9% |
| Admin fee / account holder | $4,573 | $3,395+34.7% | $4,912-6.9% | $5,124-10.8% |