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 4-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 | $10,668 | $99,877-89.3% | $84,966-87.4% | $145,922-92.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 13.92% | 83.76%-69.8pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $844 | $3,231-73.9% | $2,727-69.1% | $4,660-81.9% |
| Participant deferral / active EE | $1,261 | $5,291-76.2% | $4,519-72.1% | $6,688-81.1% |
| Admin fee / account holder | $888 | $7,248-87.7% | $6,149-85.6% | $13,397-93.4% |