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 | $59,448 | $32,037+85.6% | $69,182-14.1% | $62,891-5.5% |
| Participation rate | 18.4% | 43.4%-25.0pp | 55.1%-36.7pp | 69.3%-50.9pp |
| Annual return | 7.94% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $369 | $1,185-68.9% | $1,897-80.6% | $3,203-88.5% |
| Admin fee / account holder | $2,691 | $2,608+3.2% | $2,697-0.2% | $4,296-37.4% |