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 | $22,392 | $75,828-70.5% | $147,614-84.8% | $59,632-62.5% |
| Participation rate | 59.3% | 71.6%-12.3pp | 84.6%-25.4pp | 68.7%-9.4pp |
| Annual return | 1.16% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $1,072 | $3,485-69.2% | $5,564-80.7% | $2,203-51.3% |
| Participant deferral / active EE | $2,234 | $3,130-28.6% | $4,895-54.4% | $3,192-30.0% |
| Admin fee / account holder | $5,239 | $5,985-12.5% | $11,611-54.9% | $4,297+21.9% |