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 | $14,662 | $96,635-84.8% | $86,612-83.1% | $139,434-89.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 14.05% | 106.41%-92.4pp | 591.07%-577.0pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,469 | $3,263-55.0% | $3,022-51.4% | $4,751-69.1% |
| Participant deferral / active EE | $2,931 | $4,836-39.4% | $4,438-34.0% | $6,710-56.3% |
| Admin fee / account holder | $1,244 | $6,408-80.6% | $5,614-77.8% | $11,403-89.1% |