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 | $25,685 | $31,310-18.0% | $53,898-52.3% | $74,304-65.4% |
| Participation rate | 27.1% | 30.7%-3.6pp | 55.0%-27.9pp | 60.3%-33.3pp |
| Annual return | 14.75% | 23.16%-8.4pp | 528.60%-513.9pp | 29.43%-14.7pp |
| Employer contribution / active EE | $87 | $450-80.5% | $932-90.6% | $2,241-96.1% |
| Participant deferral / active EE | $630 | $934-32.5% | $1,826-65.5% | $3,767-83.3% |
| Admin fee / account holder | $6,386 | $2,175+193.6% | $2,491+156.4% | $2,969+115.1% |