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 3-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 | $12,080 | $31,310-61.4% | $53,898-77.6% | $74,304-83.7% |
| Participation rate | 6.9% | 30.7%-23.8pp | 55.0%-48.1pp | 60.3%-53.5pp |
| Annual return | 18.85% | 23.16%-4.3pp | 528.60%-509.8pp | 29.43%-10.6pp |
| Employer contribution / active EE | $140 | $450-69.0% | $932-85.0% | $2,241-93.8% |
| Participant deferral / active EE | $303 | $934-67.6% | $1,826-83.4% | $3,767-92.0% |
| Admin fee / account holder | $1,324 | $2,175-39.1% | $2,491-46.8% | $2,969-55.4% |