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 | $10,973 | $109,817-90.0% | $98,442-88.9% | $167,490-93.4% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 11.79% | 1956.69%-1944.9pp | 1492.73%-1480.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $770 | $3,224-76.1% | $2,960-74.0% | $4,837-84.1% |
| Participant deferral / active EE | $2,112 | $4,673-54.8% | $4,276-50.6% | $6,341-66.7% |
| Admin fee / account holder | $3,738 | $6,753-44.7% | $5,949-37.2% | $12,309-69.6% |