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 4-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 | $15,821 | $31,310-49.5% | $53,898-70.6% | $74,304-78.7% |
| Participation rate | 35.1% | 30.7%+4.4pp | 55.0%-19.9pp | 60.3%-25.3pp |
| Annual return | 17.01% | 23.16%-6.1pp | 528.60%-511.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $814 | $450+81.0% | $932-12.7% | $2,241-63.7% |
| Participant deferral / active EE | $1,559 | $934+66.8% | $1,826-14.6% | $3,767-58.6% |
| Admin fee / account holder | $2,631 | $2,175+21.0% | $2,491+5.6% | $2,969-11.4% |