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 | $25,401 | $32,037-20.7% | $69,182-63.3% | $62,891-59.6% |
| Participation rate | 38.9% | 43.4%-4.5pp | 55.1%-16.2pp | 69.3%-30.4pp |
| Annual return | 6.03% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $150 | $679-78.0% | $1,206-87.6% | $2,281-93.4% |
| Participant deferral / active EE | $704 | $1,185-40.6% | $1,897-62.9% | $3,203-78.0% |
| Admin fee / account holder | $2,041 | $2,608-21.8% | $2,697-24.3% | $4,296-52.5% |