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 | $23,358 | $52,580-55.6% | $71,671-67.4% | $70,131-66.7% |
| Participation rate | 66.7% | 60.9%+5.8pp | 68.7%-2.1pp | 69.5%-2.9pp |
| Annual return | 21.08% | 20.25%+0.8pp | 20.65%+0.4pp | 73.14%-52.1pp |
| Employer contribution / active EE | $566 | $1,616-65.0% | $2,460-77.0% | $2,342-75.9% |
| Participant deferral / active EE | $1,985 | $2,386-16.8% | $3,438-42.3% | $3,332-40.4% |
| Admin fee / account holder | $2,374 | $3,653-35.0% | $5,558-57.3% | $4,645-48.9% |