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 7-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 | $12,309 | $39,019-68.5% | $80,716-84.8% | $85,850-85.7% |
| Participation rate | 48.9% | 41.5%+7.4pp | 54.2%-5.2pp | 69.3%-20.4pp |
| Annual return | 14.54% | 26.27%-11.7pp | 87.28%-72.7pp | 318.53%-304.0pp |
| Employer contribution / active EE | $722 | $7220% | $1,160-37.7% | $2,565-71.8% |
| Participant deferral / active EE | $2,268 | $1,326+71.1% | $2,146+5.7% | $3,952-42.6% |
| Admin fee / account holder | $475 | $2,431-80.5% | $3,380-85.9% | $6,260-92.4% |