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 | $18,143 | $99,020-81.7% | $86,590-79.0% | $147,584-87.7% |
| Participation rate | 38.1% | 76.3%-38.2pp | 73.5%-35.5pp | 82.8%-44.7pp |
| Annual return | 16.12% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $149 | $3,132-95.2% | $2,839-94.7% | $4,876-96.9% |
| Participant deferral / active EE | $798 | $3,972-79.9% | $3,609-77.9% | $5,439-85.3% |
| Admin fee / account holder | $398 | $5,710-93.0% | $4,906-91.9% | $10,885-96.3% |