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 | $17,974 | $102,966-82.5% | $90,281-80.1% | $152,861-88.2% |
| Participation rate | 43.5% | 75.9%-32.4pp | 73.3%-29.8pp | 82.4%-39.0pp |
| Annual return | 26.93% | 95.16%-68.2pp | 78.10%-51.2pp | 345.32%-318.4pp |
| Employer contribution / active EE | $633 | $3,139-79.8% | $2,854-77.8% | $4,762-86.7% |
| Participant deferral / active EE | $1,431 | $4,281-66.6% | $3,885-63.2% | $5,850-75.5% |
| Admin fee / account holder | $1,937 | $6,171-68.6% | $5,351-63.8% | $11,596-83.3% |