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 | $11,831 | $30,400-61.1% | $53,898-78.0% | $84,808-86.0% |
| Participation rate | 5.7% | 46.4%-40.8pp | 55.0%-49.3pp | 68.3%-62.7pp |
| Annual return | 17.11% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $309 | $603-48.7% | $932-66.8% | $2,631-88.2% |
| Participant deferral / active EE | $309 | $1,199-74.2% | $1,826-83.1% | $4,212-92.7% |
| Admin fee / account holder | $8,399 | $1,993+321.3% | $2,491+237.2% | $7,344+14.4% |