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 | $24,274 | $76,000-68.1% | $154,107-84.2% | $64,186-62.2% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | -7.27% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $703 | $3,351-79.0% | $5,298-86.7% | $2,381-70.5% |
| Participant deferral / active EE | $1,094 | $3,175-65.5% | $5,081-78.5% | $3,470-68.5% |
| Admin fee / account holder | $687 | $5,596-87.7% | $13,411-94.9% | $4,888-86.0% |