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 | $20,830 | $73,515-71.7% | $62,995-66.9% | $147,584-85.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 9.00% | 175.43%-166.4pp | 87.57%-78.6pp | 578.55%-569.6pp |
| Employer contribution / active EE | $325 | $3,320-90.2% | $2,759-88.2% | $4,876-93.3% |
| Participant deferral / active EE | $868 | $4,185-79.3% | $3,329-73.9% | $5,439-84.0% |
| Admin fee / account holder | $15,630 | $5,953+162.5% | $3,600+334.2% | $10,885+43.6% |