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 | $11,703 | $29,660-60.5% | $56,411-79.3% | $80,856-85.5% |
| Participation rate | 17.1% | 41.6%-24.5pp | 52.5%-35.3pp | 67.6%-50.5pp |
| Annual return | 11.21% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $207 | $669-69.0% | $1,039-80.0% | $2,755-92.5% |
| Participant deferral / active EE | $302 | $1,226-75.4% | $1,952-84.6% | $4,296-93.0% |
| Admin fee / account holder | $1,485 | $2,428-38.8% | $2,829-47.5% | $6,918-78.5% |