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 8-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 | $13,946 | $70,606-80.2% | $53,898-74.1% | $142,382-90.2% |
| Participation rate | 13.3% | 63.7%-50.4pp | 55.0%-41.6pp | 80.1%-66.8pp |
| Annual return | 10.69% | 619.81%-609.1pp | 528.60%-517.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $111 | $1,202-90.8% | $932-88.1% | $4,299-97.4% |
| Participant deferral / active EE | $1,033 | $2,364-56.3% | $1,826-43.4% | $6,507-84.1% |
| Admin fee / account holder | $480 | $2,852-83.2% | $2,491-80.7% | $12,624-96.2% |