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 | $10,573 | $32,037-67.0% | $69,182-84.7% | $62,891-83.2% |
| Participation rate | 40.7% | 43.4%-2.7pp | 55.1%-14.4pp | 69.3%-28.6pp |
| Annual return | 5.36% | 15.16%-9.8pp | -21.93%+27.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $244 | $679-64.1% | $1,206-79.8% | $2,281-89.3% |
| Participant deferral / active EE | $383 | $1,185-67.7% | $1,897-79.8% | $3,203-88.0% |
| Admin fee / account holder | $6,552 | $2,608+151.2% | $2,697+143.0% | $4,296+52.5% |