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 4-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 | $10,977 | $29,660-63.0% | $56,411-80.5% | $80,856-86.4% |
| Participation rate | 58.3% | 41.6%+16.7pp | 52.5%+5.9pp | 67.6%-9.3pp |
| Annual return | 13.38% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $838 | $669+25.2% | $1,039-19.3% | $2,755-69.6% |
| Participant deferral / active EE | $1,063 | $1,226-13.3% | $1,952-45.5% | $4,296-75.3% |
| Admin fee / account holder | $1,200 | $2,428-50.6% | $2,829-57.6% | $6,918-82.7% |