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 | $16,987 | $102,966-83.5% | $90,281-81.2% | $152,861-88.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 16.47% | 95.16%-78.7pp | 78.10%-61.6pp | 345.32%-328.9pp |
| Employer contribution / active EE | $628 | $3,139-80.0% | $2,854-78.0% | $4,762-86.8% |
| Participant deferral / active EE | $1,288 | $4,281-69.9% | $3,885-66.9% | $5,850-78.0% |
| Admin fee / account holder | $3,617 | $6,171-41.4% | $5,351-32.4% | $11,596-68.8% |