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 5-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 | $9,960 | $70,606-85.9% | $53,898-81.5% | $142,382-93.0% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 17.59% | 619.81%-602.2pp | 528.60%-511.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $398 | $1,202-66.9% | $932-57.3% | $4,299-90.7% |
| Participant deferral / active EE | $622 | $2,364-73.7% | $1,826-65.9% | $6,507-90.4% |
| Admin fee / account holder | $1,108 | $2,852-61.1% | $2,491-55.5% | $12,624-91.2% |