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 | $32,287 | $53,516-39.7% | $126,539-74.5% | $84,808-61.9% |
| Participation rate | 9.8% | 58.2%-48.4pp | 69.8%-60.0pp | 68.3%-58.5pp |
| Annual return | 15.14% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,108 | $2,671-58.5% | $4,083-72.9% | $4,212-73.7% |
| Admin fee / account holder | $16,322 | $4,497+263.0% | $6,065+169.1% | $7,344+122.3% |