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 | $10,271 | $30,400-66.2% | $53,898-80.9% | $84,808-87.9% |
| Participation rate | 21.6% | 46.4%-24.8pp | 55.0%-33.3pp | 68.3%-46.7pp |
| Annual return | 14.74% | 500.19%-485.4pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $455 | $1,199-62.0% | $1,826-75.1% | $4,212-89.2% |
| Admin fee / account holder | $4,143 | $1,993+107.9% | $2,491+66.3% | $7,344-43.6% |