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 | $44,720 | $76,000-41.2% | $154,107-71.0% | $64,186-30.3% |
| Participation rate | 55.3% | 70.4%-15.1pp | 83.0%-27.7pp | 69.6%-14.2pp |
| Annual return | -6.97% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $725 | $3,351-78.4% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $1,812 | $3,175-42.9% | $5,081-64.3% | $3,470-47.8% |
| Admin fee / account holder | $450 | $5,596-92.0% | $13,411-96.6% | $4,888-90.8% |