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 | $15,473 | $100,852-84.7% | $90,404-82.9% | $158,922-90.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 18.77% | 1724.20%-1705.4pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,004 | $3,689-72.8% | $3,262-69.2% | $4,761-78.9% |
| Participant deferral / active EE | $3,208 | $4,348-26.2% | $3,963-19.1% | $5,982-46.4% |
| Admin fee / account holder | $9,703 | $6,501+49.2% | $5,611+72.9% | $11,246-13.7% |