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 | $17,267 | $49,173-64.9% | $121,098-85.7% | $75,163-77.0% |
| Participation rate | 37.7% | 55.4%-17.7pp | 69.5%-31.8pp | 67.2%-29.5pp |
| Annual return | 15.90% | 55.99%-40.1pp | 985.75%-969.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $833 | $1,546-46.1% | $4,164-80.0% | $2,670-68.8% |
| Participant deferral / active EE | $1,662 | $2,628-36.8% | $4,080-59.3% | $4,125-59.7% |
| Admin fee / account holder | $1,887 | $3,942-52.1% | $5,644-66.6% | $5,651-66.6% |