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 | $13,181 | $104,907-87.4% | $84,611-84.4% | $152,861-91.4% |
| Participation rate | 46.2% | 74.8%-28.7pp | 68.2%-22.1pp | 82.4%-36.3pp |
| Annual return | 19.52% | 373.79%-354.3pp | 258.74%-239.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $586 | $3,302-82.3% | $2,652-77.9% | $4,762-87.7% |
| Participant deferral / active EE | $1,974 | $4,688-57.9% | $3,899-49.4% | $5,850-66.3% |
| Admin fee / account holder | $1,627 | $6,241-73.9% | $4,912-66.9% | $11,596-86.0% |