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 | $18,049 | $107,334-83.2% | $92,893-80.6% | $152,861-88.2% |
| Participation rate | 7.1% | 79.8%-72.6pp | 76.0%-68.9pp | 82.4%-75.3pp |
| Annual return | 20.45% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,729 | $4,845-64.3% | $4,236-59.2% | $5,850-70.5% |
| Admin fee / account holder | $117,533 | $7,079+1560.2% | $5,794+1928.6% | $11,596+913.5% |