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 | $25,403 | $76,000-66.6% | $154,107-83.5% | $64,186-60.4% |
| Participation rate | 30.6% | 70.4%-39.8pp | 83.0%-52.4pp | 69.6%-38.9pp |
| Annual return | 10.55% | 30.32%-19.8pp | 735.12%-724.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,292 | $3,175-59.3% | $5,081-74.6% | $3,470-62.8% |
| Admin fee / account holder | $1,399 | $5,596-75.0% | $13,411-89.6% | $4,888-71.4% |