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 | $12,594 | $74,888-83.2% | $71,209-82.3% | $142,382-91.2% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.1%-22.2pp |
| Annual return | 15.31% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $553 | $2,854-80.6% | $2,721-79.7% | $4,299-87.1% |
| Participant deferral / active EE | $725 | $4,454-83.7% | $4,175-82.6% | $6,507-88.9% |
| Admin fee / account holder | $797 | $5,568-85.7% | $5,349-85.1% | $12,624-93.7% |