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 | $16,393 | $158,398-89.7% | $126,539-87.0% | $142,382-88.5% |
| Participation rate | 61.5% | 75.8%-14.3pp | 69.8%-8.3pp | 80.1%-18.6pp |
| Annual return | 15.33% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $945 | $4,650-79.7% | $3,674-74.3% | $4,299-78.0% |
| Participant deferral / active EE | $1,595 | $4,767-66.5% | $4,083-60.9% | $6,507-75.5% |
| Admin fee / account holder | $328 | $6,918-95.3% | $6,065-94.6% | $12,624-97.4% |