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 | $27,676 | $29,660-6.7% | $56,411-50.9% | $80,856-65.8% |
| Participation rate | 12.0% | 41.6%-29.6pp | 52.5%-40.5pp | 67.6%-55.6pp |
| Annual return | 15.92% | 35.23%-19.3pp | 1701.33%-1685.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $103 | $669-84.6% | $1,039-90.1% | $2,755-96.3% |
| Participant deferral / active EE | $429 | $1,226-65.0% | $1,952-78.0% | $4,296-90.0% |
| Admin fee / account holder | $5,433 | $2,428+123.8% | $2,829+92.0% | $6,918-21.5% |