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 | $12,961 | $37,426-65.4% | $77,482-83.3% | $79,858-83.8% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 28.91% | 39.70%-10.8pp | 54.79%-25.9pp | 31.71%-2.8pp |
| Employer contribution / active EE | $355 | $637-44.3% | $986-64.1% | $2,471-85.7% |
| Participant deferral / active EE | $1,669 | $1,260+32.5% | $1,861-10.3% | $3,740-55.4% |
| Admin fee / account holder | $438 | $2,504-82.5% | $2,858-84.7% | $5,306-91.8% |