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 | $12,850 | $58,208-77.9% | $81,812-84.3% | $80,856-84.1% |
| Participation rate | 67.2% | 63.4%+3.8pp | 72.3%-5.1pp | 67.6%-0.4pp |
| Annual return | 13.94% | 41.66%-27.7pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $736 | $2,340-68.6% | $2,912-74.7% | $2,755-73.3% |
| Participant deferral / active EE | $1,010 | $3,281-69.2% | $4,319-76.6% | $4,296-76.5% |
| Admin fee / account holder | $1,531 | $4,981-69.3% | $7,386-79.3% | $6,918-77.9% |