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 | $13,394 | $57,281-76.6% | $86,612-84.5% | $75,163-82.2% |
| Participation rate | 30.8% | 63.2%-32.4pp | 71.7%-40.9pp | 67.2%-36.4pp |
| Annual return | 15.29% | 2670.75%-2655.5pp | 591.07%-575.8pp | 160.62%-145.3pp |
| Employer contribution / active EE | $880 | $2,314-62.0% | $3,022-70.9% | $2,670-67.0% |
| Participant deferral / active EE | $1,217 | $3,318-63.3% | $4,438-72.6% | $4,125-70.5% |
| Admin fee / account holder | $9,141 | $4,112+122.3% | $5,614+62.8% | $5,651+61.8% |