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 8-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 | $11,068 | $27,915-60.3% | $58,482-81.1% | $75,163-85.3% |
| Participation rate | 52.5% | 38.8%+13.7pp | 50.9%+1.7pp | 67.2%-14.6pp |
| Annual return | 19.91% | 44.20%-24.3pp | 4239.32%-4219.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $302 | $669-54.9% | $1,053-71.4% | $2,670-88.7% |
| Participant deferral / active EE | $1,004 | $1,201-16.4% | $1,924-47.8% | $4,125-75.7% |
| Admin fee / account holder | $750 | $1,726-56.6% | $2,516-70.2% | $5,651-86.7% |