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 | $22,340 | $34,308-34.9% | $74,701-70.1% | $72,985-69.4% |
| Participation rate | 44.6% | 42.4%+2.2pp | 54.5%-9.9pp | 69.5%-24.9pp |
| Annual return | 22.86% | 26.58%-3.7pp | 752.92%-730.1pp | 81.00%-58.1pp |
| Employer contribution / active EE | $348 | $692-49.7% | $1,084-67.9% | $2,440-85.7% |
| Participant deferral / active EE | $1,088 | $1,271-14.4% | $1,964-44.6% | $3,607-69.8% |
| Admin fee / account holder | $373 | $2,124-82.4% | $3,333-88.8% | $5,124-92.7% |