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 | $7,588 | $37,426-79.7% | $77,482-90.2% | $79,858-90.5% |
| Participation rate | 64.3% | 41.5%+22.8pp | 54.2%+10.1pp | 69.6%-5.3pp |
| Annual return | 17.76% | 39.70%-21.9pp | 54.79%-37.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $605 | $637-5.0% | $986-38.7% | $2,471-75.5% |
| Participant deferral / active EE | $869 | $1,260-31.0% | $1,861-53.3% | $3,740-76.8% |
| Admin fee / account holder | $888 | $2,504-64.6% | $2,858-68.9% | $5,306-83.3% |