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 | $59,303 | $102,317-42.0% | $146,958-59.6% | $80,856-26.7% |
| Participation rate | 29.4% | 75.8%-46.4pp | 82.2%-52.7pp | 67.6%-38.2pp |
| Annual return | 13.44% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,312 | $3,713-64.7% | $4,933-73.4% | $2,755-52.4% |
| Participant deferral / active EE | $2,753 | $6,644-58.6% | $8,070-65.9% | $4,296-35.9% |
| Admin fee / account holder | $54,286 | $7,941+583.6% | $12,998+317.6% | $6,918+684.7% |