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 | $29,174 | $29,548-1.3% | $56,411-48.3% | $77,643-62.4% |
| Participation rate | 9.5% | 32.7%-23.2pp | 52.5%-43.0pp | 70.6%-61.1pp |
| Annual return | 16.80% | 19.01%-2.2pp | 1701.33%-1684.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $308 | $568-45.7% | $1,039-70.3% | $2,726-88.7% |
| Participant deferral / active EE | $935 | $1,061-11.8% | $1,952-52.1% | $4,647-79.9% |
| Admin fee / account holder | $4,955 | $1,046+373.6% | $2,829+75.1% | $430+1051.1% |