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 | $19,417 | $49,173-60.5% | $121,098-84.0% | $75,163-74.2% |
| Participation rate | 36.7% | 55.4%-18.7pp | 69.5%-32.8pp | 67.2%-30.5pp |
| Annual return | 16.48% | 55.99%-39.5pp | 985.75%-969.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $807 | $1,546-47.8% | $4,164-80.6% | $2,670-69.8% |
| Participant deferral / active EE | $1,951 | $2,628-25.8% | $4,080-52.2% | $4,125-52.7% |
| Admin fee / account holder | $946 | $3,942-76.0% | $5,644-83.2% | $5,651-83.3% |