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 | $19,850 | $32,037-38.0% | $69,182-71.3% | $62,891-68.4% |
| Participation rate | 38.6% | 43.4%-4.8pp | 55.1%-16.5pp | 69.3%-30.7pp |
| Annual return | 6.74% | 15.16%-8.4pp | -21.93%+28.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $232 | $679-65.9% | $1,206-80.8% | $2,281-89.8% |
| Participant deferral / active EE | $514 | $1,185-56.7% | $1,897-72.9% | $3,203-84.0% |
| Admin fee / account holder | $3,744 | $2,608+43.5% | $2,697+38.8% | $4,296-12.8% |