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 | $32,812 | $31,310+4.8% | $53,898-39.1% | $74,304-55.8% |
| Participation rate | 12.5% | 30.7%-18.2pp | 55.0%-42.5pp | 60.3%-47.8pp |
| Annual return | 22.84% | 23.16%-0.3pp | 528.60%-505.8pp | 29.43%-6.6pp |
| Employer contribution / active EE | $320 | $450-28.9% | $932-65.7% | $2,241-85.7% |
| Participant deferral / active EE | $758 | $934-18.8% | $1,826-58.5% | $3,767-79.9% |
| Admin fee / account holder | $312 | $2,175-85.7% | $2,491-87.5% | $2,969-89.5% |