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 | $16,142 | $48,046-66.4% | $84,611-80.9% | $72,985-77.9% |
| Participation rate | 67.5% | 57.6%+9.9pp | 68.2%-0.7pp | 69.5%-2.0pp |
| Annual return | 25.57% | 37.38%-11.8pp | 258.74%-233.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,380 | $1,602-13.8% | $2,652-47.9% | $2,440-43.4% |
| Participant deferral / active EE | $2,132 | $2,680-20.5% | $3,899-45.3% | $3,607-40.9% |
| Admin fee / account holder | $741 | $3,395-78.2% | $4,912-84.9% | $5,124-85.5% |