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 | $13,123 | $108,919-88.0% | $100,391-86.9% | $145,922-91.0% |
| Participation rate | 21.4% | 82.9%-61.5pp | 81.5%-60.1pp | 80.3%-58.8pp |
| Annual return | 12.90% | 57.88%-45.0pp | 49.20%-36.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,745 | $4,419-60.5% | $3,942-55.7% | $4,660-62.6% |
| Participant deferral / active EE | $5,026 | $8,445-40.5% | $8,082-37.8% | $6,688-24.8% |
| Admin fee / account holder | $164,688 | $9,689+1599.8% | $7,899+1984.9% | $13,397+1129.3% |