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 4-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 | $9,425 | $27,839-66.1% | $58,482-83.9% | $71,457-86.8% |
| Participation rate | 40.2% | 34.5%+5.6pp | 50.9%-10.7pp | 67.9%-27.7pp |
| Annual return | 25.38% | 26.81%-1.4pp | 4239.32%-4213.9pp | 28.85%-3.5pp |
| Employer contribution / active EE | $667 | $631+5.8% | $1,053-36.6% | $2,588-74.2% |
| Participant deferral / active EE | $975 | $1,206-19.2% | $1,924-49.3% | $4,289-77.3% |
| Admin fee / account holder | $488 | $1,641-70.3% | $2,516-80.6% | $1,587-69.3% |