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 7-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 | $18,932 | $109,817-82.8% | $98,442-80.8% | $167,490-88.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 15.23% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $383 | $3,224-88.1% | $2,960-87.1% | $4,837-92.1% |
| Participant deferral / active EE | $2,976 | $4,673-36.3% | $4,276-30.4% | $6,341-53.1% |
| Admin fee / account holder | $376 | $6,753-94.4% | $5,949-93.7% | $12,309-96.9% |