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 | $15,210 | $169,032-91.0% | $129,207-88.2% | $145,922-89.6% |
| Participation rate | 30.0% | 76.4%-46.4pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 12.98% | 14330.11%-14317.1pp | 9417.33%-9404.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,199 | $5,537-78.3% | $4,153-71.1% | $4,660-74.3% |
| Participant deferral / active EE | $1,822 | $4,987-63.5% | $4,168-56.3% | $6,688-72.8% |
| Admin fee / account holder | $1,795 | $9,954-82.0% | $7,715-76.7% | $13,397-86.6% |