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 | $32,058 | $34,308-6.6% | $74,701-57.1% | $72,985-56.1% |
| Participation rate | 19.7% | 42.4%-22.7pp | 54.5%-34.7pp | 69.5%-49.8pp |
| Annual return | 25.26% | 26.58%-1.3pp | 752.92%-727.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $624 | $692-9.8% | $1,084-42.4% | $2,440-74.4% |
| Participant deferral / active EE | $996 | $1,271-21.6% | $1,964-49.3% | $3,607-72.4% |
| Admin fee / account holder | $3,228 | $2,124+52.0% | $3,333-3.2% | $5,124-37.0% |