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 | $16,608 | $97,757-83.0% | $83,848-80.2% | $135,375-87.7% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | 3.47% | 1287.37%-1283.9pp | 850.88%-847.4pp | 519.73%-516.3pp |
| Employer contribution / active EE | $938 | $4,222-77.8% | $3,631-74.2% | $4,779-80.4% |
| Participant deferral / active EE | $2,447 | $4,682-47.7% | $4,082-40.0% | $5,609-56.4% |
| Admin fee / account holder | $355,718 | $6,674+5230.0% | $5,478+6393.4% | $10,827+3185.5% |