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 | $23,422 | $27,839-15.9% | $58,482-59.9% | $71,457-67.2% |
| Participation rate | 28.8% | 34.5%-5.7pp | 50.9%-22.1pp | 67.9%-39.1pp |
| Annual return | 16.62% | 26.81%-10.2pp | 4239.32%-4222.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $366 | $631-41.9% | $1,053-65.2% | $2,588-85.8% |
| Participant deferral / active EE | $1,221 | $1,206+1.2% | $1,924-36.5% | $4,289-71.5% |
| Admin fee / account holder | $3,459 | $1,641+110.8% | $2,516+37.5% | $1,587+117.9% |