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 | $14,974 | $60,124-75.1% | $90,404-83.4% | $79,858-81.2% |
| Participation rate | 29.2% | 65.0%-35.8pp | 72.7%-43.5pp | 69.6%-40.5pp |
| Annual return | 49.81% | 71.94%-22.1pp | 1293.02%-1243.2pp | 31.71%+18.1pp |
| Employer contribution / active EE | $404 | $2,068-80.5% | $3,262-87.6% | $2,471-83.6% |
| Participant deferral / active EE | $1,045 | $2,938-64.4% | $3,963-73.6% | $3,740-72.1% |
| Admin fee / account holder | $2,616 | $3,976-34.2% | $5,611-53.4% | $5,306-50.7% |