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 5-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 | $13,441 | $31,310-57.1% | $53,898-75.1% | $74,304-81.9% |
| Participation rate | 58.2% | 30.7%+27.5pp | 55.0%+3.2pp | 60.3%-2.2pp |
| Annual return | 16.17% | 23.16%-7.0pp | 528.60%-512.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $422 | $450-6.2% | $932-54.7% | $2,241-81.2% |
| Participant deferral / active EE | $323 | $934-65.4% | $1,826-82.3% | $3,767-91.4% |
| Admin fee / account holder | $1,491 | $2,175-31.4% | $2,491-40.1% | $2,969-49.8% |