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 | $14,474 | $29,660-51.2% | $56,411-74.3% | $80,856-82.1% |
| Participation rate | 7.2% | 41.6%-34.4pp | 52.5%-45.2pp | 67.6%-60.4pp |
| Annual return | 11.60% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $142 | $669-78.8% | $1,039-86.4% | $2,755-94.9% |
| Participant deferral / active EE | $293 | $1,226-76.1% | $1,952-85.0% | $4,296-93.2% |
| Admin fee / account holder | $10,096 | $2,428+315.9% | $2,829+256.9% | $6,918+45.9% |