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 | $16,613 | $60,124-72.4% | $90,404-81.6% | $79,858-79.2% |
| Participation rate | 60.7% | 65.0%-4.3pp | 72.7%-12.0pp | 69.6%-8.9pp |
| Annual return | 11.02% | 71.94%-60.9pp | 1293.02%-1282.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $374 | $2,068-81.9% | $3,262-88.5% | $2,471-84.9% |
| Participant deferral / active EE | $1,042 | $2,938-64.5% | $3,963-73.7% | $3,740-72.1% |
| Admin fee / account holder | $3,397 | $3,976-14.6% | $5,611-39.5% | $5,306-36.0% |