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 | $17,307 | $29,660-41.6% | $56,411-69.3% | $80,856-78.6% |
| Participation rate | 67.8% | 41.6%+26.1pp | 52.5%+15.3pp | 67.6%+0.1pp |
| Annual return | 10.92% | 35.23%-24.3pp | 1701.33%-1690.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $969 | $669+44.8% | $1,039-6.7% | $2,755-64.8% |
| Participant deferral / active EE | $1,802 | $1,226+47.0% | $1,952-7.7% | $4,296-58.0% |
| Admin fee / account holder | $6,228 | $2,428+156.5% | $2,829+120.2% | $6,918-10.0% |