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 3-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 | $10,406 | $30,400-65.8% | $53,898-80.7% | $84,808-87.7% |
| Participation rate | 62.2% | 46.4%+15.8pp | 55.0%+7.3pp | 68.3%-6.1pp |
| Annual return | 24.05% | 500.19%-476.1pp | 528.60%-504.5pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,709 | $603+183.6% | $932+83.4% | $2,631-35.0% |
| Participant deferral / active EE | $2,522 | $1,199+110.4% | $1,826+38.1% | $4,212-40.1% |
| Admin fee / account holder | $753 | $1,993-62.2% | $2,491-69.8% | $7,344-89.7% |