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 | $16,476 | $27,915-41.0% | $58,482-71.8% | $75,163-78.1% |
| Participation rate | 18.8% | 38.8%-20.1pp | 50.9%-32.1pp | 67.2%-48.4pp |
| Annual return | 15.82% | 44.20%-28.4pp | 4239.32%-4223.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $353 | $669-47.2% | $1,053-66.5% | $2,670-86.8% |
| Participant deferral / active EE | $396 | $1,201-67.0% | $1,924-79.4% | $4,125-90.4% |
| Admin fee / account holder | $1,684 | $1,726-2.4% | $2,516-33.1% | $5,651-70.2% |