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 | $16,129 | $110,502-85.4% | $80,716-80.0% | $167,490-90.4% |
| Participation rate | 13.0% | 64.0%-50.9pp | 54.2%-41.1pp | 82.1%-69.1pp |
| Annual return | 5.85% | 120.54%-114.7pp | 87.28%-81.4pp | 478.56%-472.7pp |
| Employer contribution / active EE | $125 | $1,543-91.9% | $1,160-89.3% | $4,837-97.4% |
| Participant deferral / active EE | $319 | $2,871-88.9% | $2,146-85.1% | $6,341-95.0% |
| Admin fee / account holder | $1,946 | $4,545-57.2% | $3,380-42.4% | $12,309-84.2% |