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 | $39,009 | $107,015-63.5% | $73,545-47.0% | $147,584-73.6% |
| Participation rate | 19.0% | 66.4%-47.3pp | 54.9%-35.9pp | 82.8%-63.8pp |
| Annual return | 9.46% | 38.25%-28.8pp | -15.16%+24.6pp | 578.55%-569.1pp |
| Employer contribution / active EE | $110 | $1,760-93.8% | $1,219-91.0% | $4,876-97.8% |
| Participant deferral / active EE | $127 | $2,462-94.8% | $1,806-93.0% | $5,439-97.7% |
| Admin fee / account holder | $2,209 | $3,055-27.7% | $2,320-4.8% | $10,885-79.7% |