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 | $16,635 | $75,828-78.1% | $147,614-88.7% | $59,632-72.1% |
| Participation rate | 57.1% | 71.6%-14.4pp | 84.6%-27.5pp | 68.7%-11.5pp |
| Annual return | 1.74% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $489 | $3,485-86.0% | $5,564-91.2% | $2,203-77.8% |
| Participant deferral / active EE | $1,384 | $3,130-55.8% | $4,895-71.7% | $3,192-56.6% |
| Admin fee / account holder | $2,462 | $5,985-58.9% | $11,611-78.8% | $4,297-42.7% |