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 9-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 | $19,033 | $109,817-82.7% | $98,442-80.7% | $167,490-88.6% |
| Participation rate | 35.0% | 75.8%-40.8pp | 73.3%-38.3pp | 82.1%-47.1pp |
| Annual return | 14.91% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $635 | $3,224-80.3% | $2,960-78.5% | $4,837-86.9% |
| Participant deferral / active EE | $1,667 | $4,673-64.3% | $4,276-61.0% | $6,341-73.7% |
| Admin fee / account holder | $303 | $6,753-95.5% | $5,949-94.9% | $12,309-97.5% |