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 | $14,868 | $85,202-82.5% | $172,739-91.4% | $72,985-79.6% |
| Participation rate | 54.0% | 70.1%-16.1pp | 82.6%-28.7pp | 69.5%-15.5pp |
| Annual return | 24.59% | 27.32%-2.7pp | 802.84%-778.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $692 | $3,324-79.2% | $5,143-86.6% | $2,440-71.7% |
| Participant deferral / active EE | $1,280 | $3,260-60.7% | $5,198-75.4% | $3,607-64.5% |
| Admin fee / account holder | $512 | $5,884-91.3% | $13,954-96.3% | $5,124-90.0% |