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 | $28,873 | $58,208-50.4% | $81,812-64.7% | $80,856-64.3% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 24.94% | 41.66%-16.7pp | 773.79%-748.9pp | 35.59%-10.7pp |
| Employer contribution / active EE | $1,111 | $2,340-52.5% | $2,912-61.9% | $2,755-59.7% |
| Participant deferral / active EE | $1,336 | $3,281-59.3% | $4,319-69.1% | $4,296-68.9% |
| Admin fee / account holder | $11,882 | $4,981+138.5% | $7,386+60.9% | $6,918+71.8% |