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 | $20,817 | $101,069-79.4% | $81,478-74.5% | $147,584-85.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 9.72% | 32.40%-22.7pp | 38.78%-29.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $138 | $3,205-95.7% | $2,568-94.6% | $4,876-97.2% |
| Participant deferral / active EE | $688 | $4,242-83.8% | $3,537-80.6% | $5,439-87.4% |
| Admin fee / account holder | $7,307 | $5,812+25.7% | $4,561+60.2% | $10,885-32.9% |