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 | $30,189 | $34,308-12.0% | $74,701-59.6% | $72,985-58.6% |
| Participation rate | 40.0% | 42.4%-2.4pp | 54.5%-14.5pp | 69.5%-29.5pp |
| Annual return | 24.89% | 26.58%-1.7pp | 752.92%-728.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $198 | $692-71.4% | $1,084-81.7% | $2,440-91.9% |
| Participant deferral / active EE | $730 | $1,271-42.6% | $1,964-62.8% | $3,607-79.8% |
| Admin fee / account holder | $2,039 | $2,124-4.0% | $3,333-38.8% | $5,124-60.2% |