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 9-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 | $13,129 | $60,124-78.2% | $90,404-85.5% | $79,858-83.6% |
| Participation rate | 54.1% | 65.0%-10.9pp | 72.7%-18.6pp | 69.6%-15.6pp |
| Annual return | 16.62% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $864 | $2,068-58.2% | $3,262-73.5% | $2,471-65.0% |
| Participant deferral / active EE | $1,254 | $2,938-57.3% | $3,963-68.4% | $3,740-66.5% |
| Admin fee / account holder | $458 | $3,976-88.5% | $5,611-91.8% | $5,306-91.4% |