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 | $16,463 | $76,000-78.3% | $154,107-89.3% | $64,186-74.4% |
| Participation rate | 61.0% | 70.4%-9.4pp | 83.0%-22.0pp | 69.6%-8.5pp |
| Annual return | 0.24% | 30.32%-30.1pp | 735.12%-734.9pp | 7.63%-7.4pp |
| Employer contribution / active EE | $700 | $3,351-79.1% | $5,298-86.8% | $2,381-70.6% |
| Participant deferral / active EE | $2,618 | $3,175-17.6% | $5,081-48.5% | $3,470-24.6% |
| Admin fee / account holder | $4,838 | $5,596-13.6% | $13,411-63.9% | $4,888-1.0% |