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 | $40,670 | $41,078-1.0% | $80,569-49.5% | $71,457-43.1% |
| Participation rate | 18.3% | 50.2%-32.0pp | 67.0%-48.7pp | 67.9%-49.7pp |
| Annual return | 16.84% | 38.45%-21.6pp | 935.43%-918.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $668 | $1,506-55.6% | $2,723-75.5% | $2,588-74.2% |
| Participant deferral / active EE | $1,342 | $2,699-50.3% | $4,447-69.8% | $4,289-68.7% |
| Admin fee / account holder | $3,604 | $1,840+95.8% | $5,377-33.0% | $1,587+127.0% |