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 8-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 | $23,583 | $124,319-81.0% | $111,297-78.8% | $167,490-85.9% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 11.47% | 37.44%-26.0pp | 54.65%-43.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $903 | $3,435-73.7% | $2,731-67.0% | $4,837-81.3% |
| Participant deferral / active EE | $2,547 | $5,180-50.8% | $4,487-43.2% | $6,341-59.8% |
| Admin fee / account holder | $42,214 | $10,618+297.6% | $7,964+430.1% | $12,309+243.0% |