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 | $14,164 | $65,409-78.3% | $98,442-85.6% | $85,850-83.5% |
| Participation rate | 54.9% | 65.0%-10.1pp | 73.3%-18.4pp | 69.3%-14.4pp |
| Annual return | 16.07% | 21.76%-5.7pp | 1492.73%-1476.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $881 | $2,168-59.4% | $2,960-70.2% | $2,565-65.6% |
| Participant deferral / active EE | $1,807 | $3,166-42.9% | $4,276-57.7% | $3,952-54.3% |
| Admin fee / account holder | $802 | $4,593-82.5% | $5,949-86.5% | $6,260-87.2% |