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 | $22,181 | $76,000-70.8% | $154,107-85.6% | $64,186-65.4% |
| Participation rate | 31.0% | 70.4%-39.4pp | 83.0%-52.0pp | 69.6%-38.5pp |
| Annual return | -4.19% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $696 | $3,351-79.2% | $5,298-86.9% | $2,381-70.8% |
| Participant deferral / active EE | $1,117 | $3,175-64.8% | $5,081-78.0% | $3,470-67.8% |
| Admin fee / account holder | $3,263 | $5,596-41.7% | $13,411-75.7% | $4,888-33.2% |