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 | $41,311 | $34,308+20.4% | $74,701-44.7% | $72,985-43.4% |
| Participation rate | 29.8% | 42.4%-12.6pp | 54.5%-24.7pp | 69.5%-39.7pp |
| Annual return | 23.38% | 26.58%-3.2pp | 752.92%-729.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $182 | $692-73.7% | $1,084-83.2% | $2,440-92.6% |
| Participant deferral / active EE | $719 | $1,271-43.5% | $1,964-63.4% | $3,607-80.1% |
| Admin fee / account holder | $2,028 | $2,124-4.5% | $3,333-39.2% | $5,124-60.4% |