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 8-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 | $10,497 | $58,208-82.0% | $81,812-87.2% | $80,856-87.0% |
| Participation rate | 26.1% | 63.4%-37.3pp | 72.3%-46.3pp | 67.6%-41.6pp |
| Annual return | 14.13% | 41.66%-27.5pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $319 | $2,340-86.4% | $2,912-89.0% | $2,755-88.4% |
| Participant deferral / active EE | $1,600 | $3,281-51.2% | $4,319-63.0% | $4,296-62.8% |
| Admin fee / account holder | $3,440 | $4,981-30.9% | $7,386-53.4% | $6,918-50.3% |