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 7-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 | $39,388 | $81,625-51.7% | $167,512-76.5% | $74,304-47.0% |
| Participation rate | 57.0% | 60.0%-3.0pp | 77.1%-20.0pp | 60.3%-3.3pp |
| Annual return | 16.55% | 26.09%-9.5pp | 1615.79%-1599.2pp | 29.43%-12.9pp |
| Employer contribution / active EE | $652 | $2,010-67.5% | $3,882-83.2% | $2,241-70.9% |
| Participant deferral / active EE | $3,060 | $4,115-25.6% | $6,405-52.2% | $3,767-18.8% |
| Admin fee / account holder | $16,560 | $3,474+376.6% | $9,769+69.5% | $2,969+457.8% |