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 | $11,370 | $70,606-83.9% | $53,898-78.9% | $142,382-92.0% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 14.57% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $387 | $1,202-67.8% | $932-58.5% | $4,299-91.0% |
| Participant deferral / active EE | $563 | $2,364-76.2% | $1,826-69.2% | $6,507-91.4% |
| Admin fee / account holder | $6,324 | $2,852+121.8% | $2,491+153.9% | $12,624-49.9% |