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 3-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 | $11,115 | $31,310-64.5% | $53,898-79.4% | $74,304-85.0% |
| Participation rate | 31.6% | 30.7%+0.9pp | 55.0%-23.4pp | 60.3%-28.7pp |
| Annual return | 20.13% | 23.16%-3.0pp | 528.60%-508.5pp | 29.43%-9.3pp |
| Employer contribution / active EE | $414 | $450-8.0% | $932-55.6% | $2,241-81.5% |
| Participant deferral / active EE | $613 | $934-34.3% | $1,826-66.4% | $3,767-83.7% |
| Admin fee / account holder | $1,559 | $2,175-28.3% | $2,491-37.4% | $2,969-47.5% |