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 | $19,306 | $76,000-74.6% | $154,107-87.5% | $64,186-69.9% |
| Participation rate | 47.8% | 70.4%-22.6pp | 83.0%-35.2pp | 69.6%-21.7pp |
| Annual return | 4.69% | 30.32%-25.6pp | 735.12%-730.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $698 | $3,351-79.2% | $5,298-86.8% | $2,381-70.7% |
| Participant deferral / active EE | $1,188 | $3,175-62.6% | $5,081-76.6% | $3,470-65.7% |
| Admin fee / account holder | $1,869 | $5,596-66.6% | $13,411-86.1% | $4,888-61.8% |