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 | $25,801 | $77,145-66.6% | $108,410-76.2% | $85,850-69.9% |
| Participation rate | 36.8% | 74.7%-37.8pp | 80.1%-43.3pp | 69.3%-32.5pp |
| Annual return | 15.23% | 44.54%-29.3pp | 905.27%-890.0pp | 318.53%-303.3pp |
| Employer contribution / active EE | $333 | $2,379-86.0% | $3,558-90.6% | $2,565-87.0% |
| Participant deferral / active EE | $2,622 | $5,566-52.9% | $6,563-60.0% | $3,952-33.7% |
| Admin fee / account holder | $9,074 | $5,172+75.5% | $7,295+24.4% | $6,260+45.0% |