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 5-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 | $9,181 | $29,660-69.0% | $56,411-83.7% | $80,856-88.6% |
| Participation rate | 42.9% | 41.6%+1.2pp | 52.5%-9.6pp | 67.6%-24.8pp |
| Annual return | 28.33% | 35.23%-6.9pp | 1701.33%-1673.0pp | 35.59%-7.3pp |
| Employer contribution / active EE | $549 | $669-18.0% | $1,039-47.2% | $2,755-80.1% |
| Participant deferral / active EE | $1,352 | $1,226+10.2% | $1,952-30.8% | $4,296-68.5% |
| Admin fee / account holder | $578 | $2,428-76.2% | $2,829-79.6% | $6,918-91.6% |