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 | $11,856 | $44,960-73.6% | $84,966-86.0% | $74,495-84.1% |
| Participation rate | 3.3% | 49.4%-46.1pp | 67.5%-64.2pp | 67.2%-63.9pp |
| Annual return | 12.45% | 26.24%-13.8pp | 66.38%-53.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $784 | $2,731-71.3% | $4,519-82.7% | $4,346-82.0% |
| Admin fee / account holder | $2,068 | $2,209-6.4% | $6,149-66.4% | $1,942+6.5% |