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 | $12,487 | $108,642-88.5% | $74,701-83.3% | $152,861-91.8% |
| Participation rate | 26.3% | 65.3%-39.0pp | 54.5%-28.1pp | 82.4%-56.1pp |
| Annual return | 18.12% | 114.06%-95.9pp | 752.92%-734.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $205 | $1,503-86.3% | $1,084-81.0% | $4,762-95.7% |
| Participant deferral / active EE | $821 | $2,712-69.7% | $1,964-58.2% | $5,850-86.0% |
| Admin fee / account holder | $1,078 | $4,902-78.0% | $3,333-67.7% | $11,596-90.7% |