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 3-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 | $12,185 | $88,751-86.3% | $81,812-85.1% | $145,922-91.6% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 11.25% | 1025.40%-1014.2pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $487 | $3,083-84.2% | $2,912-83.3% | $4,660-89.5% |
| Participant deferral / active EE | $784 | $4,643-83.1% | $4,319-81.8% | $6,688-88.3% |
| Admin fee / account holder | $616 | $8,415-92.7% | $7,386-91.7% | $13,397-95.4% |