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 | $16,088 | $100,852-84.0% | $90,404-82.2% | $158,922-89.9% |
| Participation rate | 39.1% | 75.0%-35.9pp | 72.7%-33.6pp | 82.0%-42.8pp |
| Annual return | 16.79% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $658 | $3,689-82.2% | $3,262-79.8% | $4,761-86.2% |
| Participant deferral / active EE | $1,021 | $4,348-76.5% | $3,963-74.2% | $5,982-82.9% |
| Admin fee / account holder | $786 | $6,501-87.9% | $5,611-86.0% | $11,246-93.0% |