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 | $15,784 | $34,308-54.0% | $74,701-78.9% | $72,985-78.4% |
| Participation rate | 65.1% | 42.4%+22.7pp | 54.5%+10.7pp | 69.5%-4.4pp |
| Annual return | 22.74% | 26.58%-3.8pp | 752.92%-730.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $953 | $692+37.8% | $1,084-12.0% | $2,440-60.9% |
| Participant deferral / active EE | $1,901 | $1,271+49.5% | $1,964-3.2% | $3,607-47.3% |
| Admin fee / account holder | $828 | $2,124-61.0% | $3,333-75.2% | $5,124-83.8% |