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 9-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 | $20,036 | $117,841-83.0% | $102,423-80.4% | $145,922-86.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 9.67% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,315 | $3,615-63.6% | $3,023-56.5% | $4,660-71.8% |
| Participant deferral / active EE | $3,798 | $5,731-33.7% | $5,053-24.8% | $6,688-43.2% |
| Admin fee / account holder | $21,857 | $13,326+64.0% | $9,451+131.3% | $13,397+63.2% |