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 | $24,001 | $70,606-66.0% | $53,898-55.5% | $142,382-83.1% |
| Participation rate | 30.4% | 63.7%-33.3pp | 55.0%-24.5pp | 80.1%-49.7pp |
| Annual return | 12.38% | 619.81%-607.4pp | 528.60%-516.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $911 | $1,202-24.2% | $932-2.3% | $4,299-78.8% |
| Participant deferral / active EE | $1,118 | $2,364-52.7% | $1,826-38.8% | $6,507-82.8% |
| Admin fee / account holder | $8,161 | $2,852+186.2% | $2,491+227.7% | $12,624-35.3% |