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 | $33,356 | $76,552-56.4% | $123,892-73.1% | $62,891-47.0% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 20.09% | 18.68%+1.4pp | 47.52%-27.4pp | 20.14%0pp |
| Employer contribution / active EE | $458 | $2,883-84.1% | $4,617-90.1% | $2,281-79.9% |
| Participant deferral / active EE | $5,953 | $4,840+23.0% | $5,984-0.5% | $3,203+85.9% |
| Admin fee / account holder | $6,605 | $4,826+36.9% | $8,357-21.0% | $4,296+53.8% |