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 | $14,035 | $77,419-81.9% | $69,455-79.8% | $152,861-90.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.4%-42.4pp |
| Annual return | 18.47% | 39.06%-20.6pp | 28.97%-10.5pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,662 | $3,315-49.9% | $2,779-40.2% | $4,762-65.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $756 | $6,207-87.8% | $3,839-80.3% | $11,596-93.5% |