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 | $18,043 | $37,426-51.8% | $77,482-76.7% | $79,858-77.4% |
| Participation rate | 47.9% | 41.5%+6.4pp | 54.2%-6.3pp | 69.6%-21.7pp |
| Annual return | 12.76% | 39.70%-26.9pp | 54.79%-42.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $589 | $637-7.4% | $986-40.2% | $2,471-76.1% |
| Participant deferral / active EE | $1,297 | $1,260+2.9% | $1,861-30.3% | $3,740-65.3% |
| Admin fee / account holder | $6,230 | $2,504+148.8% | $2,858+118.0% | $5,306+17.4% |