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 6-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 | $17,847 | $58,879-69.7% | $178,490-90.0% | $73,488-75.7% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 131.37% | 24.86%+106.5pp | 151.07%-19.7pp | 28.51%+102.9pp |
| Employer contribution / active EE | $941 | $2,236-57.9% | $5,011-81.2% | $2,270-58.5% |
| Participant deferral / active EE | $2,528 | $2,567-1.5% | $5,202-51.4% | $3,740-32.4% |
| Admin fee / account holder | $770 | $400+92.2% | $13,984-94.5% | $513+50.0% |