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 | $31,647 | $66,098-52.1% | $101,794-68.9% | $74,304-57.4% |
| Participation rate | 69.2% | 53.8%+15.4pp | 69.2%0pp | 60.3%+8.8pp |
| Annual return | 13.78% | 19.59%-5.8pp | 30.53%-16.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $837 | $1,082-22.6% | $2,289-63.4% | $2,241-62.7% |
| Participant deferral / active EE | $1,934 | $2,781-30.5% | $4,084-52.6% | $3,767-48.7% |
| Admin fee / account holder | $6,613 | $4,146+59.5% | $8,777-24.7% | $2,969+122.8% |