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 | $15,638 | $60,323-74.1% | $81,812-80.9% | $74,495-79.0% |
| Participation rate | 50.0% | 62.9%-12.9pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 11.77% | 16.90%-5.1pp | 773.79%-762.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $590 | $2,620-77.5% | $2,912-79.7% | $2,623-77.5% |
| Participant deferral / active EE | $1,335 | $3,387-60.6% | $4,319-69.1% | $4,346-69.3% |
| Admin fee / account holder | $2,024 | $1,486+36.2% | $7,386-72.6% | $1,942+4.2% |