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 | $10,571 | $31,310-66.2% | $53,898-80.4% | $74,304-85.8% |
| Participation rate | 43.0% | 30.7%+12.3pp | 55.0%-12.0pp | 60.3%-17.4pp |
| Annual return | 16.98% | 23.16%-6.2pp | 528.60%-511.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $367 | $450-18.4% | $932-60.6% | $2,241-83.6% |
| Participant deferral / active EE | $777 | $934-16.8% | $1,826-57.5% | $3,767-79.4% |
| Admin fee / account holder | $1,027 | $2,175-52.8% | $2,491-58.8% | $2,969-65.4% |