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 | $20,239 | $34,308-41.0% | $74,701-72.9% | $72,985-72.3% |
| Participation rate | 37.9% | 42.4%-4.5pp | 54.5%-16.6pp | 69.5%-31.6pp |
| Annual return | 19.36% | 26.58%-7.2pp | 752.92%-733.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $256 | $692-63.0% | $1,084-76.4% | $2,440-89.5% |
| Participant deferral / active EE | $1,003 | $1,271-21.1% | $1,964-48.9% | $3,607-72.2% |
| Admin fee / account holder | $578 | $2,124-72.8% | $3,333-82.7% | $5,124-88.7% |