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 | $39,109 | $32,037+22.1% | $69,182-43.5% | $62,891-37.8% |
| Participation rate | 34.6% | 43.4%-8.8pp | 55.1%-20.5pp | 69.3%-34.7pp |
| Annual return | 5.64% | 15.16%-9.5pp | -21.93%+27.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $308 | $679-54.7% | $1,206-74.5% | $2,281-86.5% |
| Participant deferral / active EE | $393 | $1,185-66.9% | $1,897-79.3% | $3,203-87.7% |
| Admin fee / account holder | $740 | $2,608-71.6% | $2,697-72.6% | $4,296-82.8% |