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 | $8,952 | $37,426-76.1% | $77,482-88.4% | $79,858-88.8% |
| Participation rate | 19.7% | 41.5%-21.8pp | 54.2%-34.5pp | 69.6%-49.9pp |
| Annual return | 14.99% | 39.70%-24.7pp | 54.79%-39.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $239 | $637-62.5% | $986-75.8% | $2,471-90.3% |
| Participant deferral / active EE | $829 | $1,260-34.2% | $1,861-55.5% | $3,740-77.8% |
| Admin fee / account holder | $19,757 | $2,504+689.0% | $2,858+591.3% | $5,306+272.3% |