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 7-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 | $17,390 | $60,124-71.1% | $90,404-80.8% | $79,858-78.2% |
| Participation rate | 66.2% | 65.0%+1.2pp | 72.7%-6.5pp | 69.6%-3.5pp |
| Annual return | 13.97% | 71.94%-58.0pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,063 | $2,068-48.6% | $3,262-67.4% | $2,471-57.0% |
| Participant deferral / active EE | $907 | $2,938-69.1% | $3,963-77.1% | $3,740-75.7% |
| Admin fee / account holder | $677 | $3,976-83.0% | $5,611-87.9% | $5,306-87.2% |