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 | $10,011 | $72,400-86.2% | $67,502-85.2% | $145,922-93.1% |
| Participation rate | 64.7% | 76.9%-12.1pp | 72.9%-8.2pp | 80.3%-15.6pp |
| Annual return | 11.50% | 7182.46%-7171.0pp | 3512.12%-3500.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $977 | $3,069-68.2% | $2,731-64.2% | $4,660-79.0% |
| Participant deferral / active EE | $1,195 | $4,783-75.0% | $4,000-70.1% | $6,688-82.1% |
| Admin fee / account holder | $880 | $5,539-84.1% | $3,998-78.0% | $13,397-93.4% |