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 | $14,970 | $49,173-69.6% | $121,098-87.6% | $75,163-80.1% |
| Participation rate | 45.7% | 55.4%-9.7pp | 69.5%-23.8pp | 67.2%-21.5pp |
| Annual return | 24.48% | 55.99%-31.5pp | 985.75%-961.3pp | 160.62%-136.1pp |
| Employer contribution / active EE | $793 | $1,546-48.7% | $4,164-81.0% | $2,670-70.3% |
| Participant deferral / active EE | $1,478 | $2,628-43.8% | $4,080-63.8% | $4,125-64.2% |
| Admin fee / account holder | $2,074 | $3,942-47.4% | $5,644-63.3% | $5,651-63.3% |