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 9-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 | $16,268 | $60,124-72.9% | $90,404-82.0% | $79,858-79.6% |
| Participation rate | 67.7% | 65.0%+2.8pp | 72.7%-4.9pp | 69.6%-1.9pp |
| Annual return | 17.65% | 71.94%-54.3pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $556 | $2,068-73.1% | $3,262-83.0% | $2,471-77.5% |
| Participant deferral / active EE | $889 | $2,938-69.8% | $3,963-77.6% | $3,740-76.2% |
| Admin fee / account holder | $3,366 | $3,976-15.4% | $5,611-40.0% | $5,306-36.6% |