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 | $16,847 | $37,426-55.0% | $77,482-78.3% | $79,858-78.9% |
| Participation rate | 37.7% | 41.5%-3.8pp | 54.2%-16.4pp | 69.6%-31.9pp |
| Annual return | 17.62% | 39.70%-22.1pp | 54.79%-37.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $363 | $637-43.0% | $986-63.2% | $2,471-85.3% |
| Participant deferral / active EE | $1,244 | $1,260-1.3% | $1,861-33.2% | $3,740-66.7% |
| Admin fee / account holder | $3,148 | $2,504+25.7% | $2,858+10.2% | $5,306-40.7% |