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 | $14,486 | $30,400-52.3% | $53,898-73.1% | $84,808-82.9% |
| Participation rate | 30.4% | 46.4%-16.0pp | 55.0%-24.5pp | 68.3%-37.9pp |
| Annual return | 17.83% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $526 | $603-12.8% | $932-43.6% | $2,631-80.0% |
| Participant deferral / active EE | $809 | $1,199-32.5% | $1,826-55.7% | $4,212-80.8% |
| Admin fee / account holder | $1,082 | $1,993-45.7% | $2,491-56.5% | $7,344-85.3% |