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 | $16,016 | $29,660-46.0% | $56,411-71.6% | $80,856-80.2% |
| Participation rate | 34.1% | 41.6%-7.5pp | 52.5%-18.3pp | 67.6%-33.5pp |
| Annual return | 10.71% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $434 | $669-35.1% | $1,039-58.2% | $2,755-84.2% |
| Participant deferral / active EE | $1,653 | $1,226+34.8% | $1,952-15.3% | $4,296-61.5% |
| Admin fee / account holder | $2,565 | $2,428+5.7% | $2,829-9.3% | $6,918-62.9% |