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 6-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 | $21,496 | $31,310-31.3% | $53,898-60.1% | $74,304-71.1% |
| Participation rate | 46.4% | 30.7%+15.7pp | 55.0%-8.6pp | 60.3%-14.0pp |
| Annual return | 17.59% | 23.16%-5.6pp | 528.60%-511.0pp | 29.43%-11.8pp |
| Employer contribution / active EE | $500 | $450+11.2% | $932-46.3% | $2,241-77.7% |
| Participant deferral / active EE | $1,183 | $934+26.6% | $1,826-35.2% | $3,767-68.6% |
| Admin fee / account holder | $855 | $2,175-60.7% | $2,491-65.7% | $2,969-71.2% |