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 7-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 | $15,924 | $109,817-85.5% | $98,442-83.8% | $167,490-90.5% |
| Participation rate | 20.8% | 75.8%-55.0pp | 73.3%-52.5pp | 82.1%-61.3pp |
| Annual return | 10.43% | 1956.69%-1946.3pp | 1492.73%-1482.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $777 | $3,224-75.9% | $2,960-73.8% | $4,837-83.9% |
| Participant deferral / active EE | $2,447 | $4,673-47.6% | $4,276-42.8% | $6,341-61.4% |
| Admin fee / account holder | $3,498 | $6,753-48.2% | $5,949-41.2% | $12,309-71.6% |