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 | $34,317 | $53,516-35.9% | $126,539-72.9% | $84,808-59.5% |
| Participation rate | 56.0% | 58.2%-2.3pp | 69.8%-13.9pp | 68.3%-12.4pp |
| Annual return | 18.29% | 58.34%-40.0pp | 425.95%-407.7pp | 40.90%-22.6pp |
| Employer contribution / active EE | $946 | $1,535-38.4% | $3,674-74.3% | $2,631-64.0% |
| Participant deferral / active EE | $2,902 | $2,671+8.7% | $4,083-28.9% | $4,212-31.1% |
| Admin fee / account holder | $3,724 | $4,497-17.2% | $6,065-38.6% | $7,344-49.3% |