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 | $17,563 | $85,202-79.4% | $172,739-89.8% | $72,985-75.9% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 29.31% | 27.32%+2.0pp | 802.84%-773.5pp | 81.00%-51.7pp |
| Employer contribution / active EE | $585 | $3,324-82.4% | $5,143-88.6% | $2,440-76.0% |
| Participant deferral / active EE | $1,678 | $3,260-48.5% | $5,198-67.7% | $3,607-53.5% |
| Admin fee / account holder | $753 | $5,884-87.2% | $13,954-94.6% | $5,124-85.3% |