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 | $28,833 | $96,635-70.2% | $86,612-66.7% | $139,434-79.3% |
| Participation rate | 9.5% | 74.4%-64.9pp | 71.7%-62.2pp | 80.3%-70.8pp |
| Annual return | 13.98% | 106.41%-92.4pp | 591.07%-577.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $521 | $3,263-84.0% | $3,022-82.8% | $4,751-89.0% |
| Participant deferral / active EE | $1,669 | $4,836-65.5% | $4,438-62.4% | $6,710-75.1% |
| Admin fee / account holder | $14,685 | $6,408+129.2% | $5,614+161.6% | $11,403+28.8% |