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 | $16,377 | $105,998-84.5% | $92,233-82.2% | $147,584-88.9% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 22.17% | 50.05%-27.9pp | 176.28%-154.1pp | 578.55%-556.4pp |
| Employer contribution / active EE | $987 | $4,333-77.2% | $3,679-73.2% | $4,876-79.8% |
| Participant deferral / active EE | $1,829 | $4,478-59.2% | $3,897-53.1% | $5,439-66.4% |
| Admin fee / account holder | $879 | $6,332-86.1% | $5,194-83.1% | $10,885-91.9% |