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 7-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 | $27,176 | $31,310-13.2% | $53,898-49.6% | $74,304-63.4% |
| Participation rate | 31.9% | 30.7%+1.2pp | 55.0%-23.1pp | 60.3%-28.4pp |
| Annual return | 18.32% | 23.16%-4.8pp | 528.60%-510.3pp | 29.43%-11.1pp |
| Employer contribution / active EE | $615 | $450+36.8% | $932-34.0% | $2,241-72.5% |
| Participant deferral / active EE | $1,077 | $934+15.2% | $1,826-41.1% | $3,767-71.4% |
| Admin fee / account holder | $504 | $2,175-76.8% | $2,491-79.8% | $2,969-83.0% |