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 | $16,729 | $60,124-72.2% | $90,404-81.5% | $79,858-79.1% |
| Participation rate | 35.5% | 65.0%-29.5pp | 72.7%-37.2pp | 69.6%-34.1pp |
| Annual return | 136.97% | 71.94%+65.0pp | 1293.02%-1156.0pp | 31.71%+105.3pp |
| Employer contribution / active EE | $665 | $2,068-67.8% | $3,262-79.6% | $2,471-73.1% |
| Participant deferral / active EE | $1,402 | $2,938-52.3% | $3,963-64.6% | $3,740-62.5% |
| Admin fee / account holder | $8,911 | $3,976+124.1% | $5,611+58.8% | $5,306+67.9% |