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 9-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 | $9,583 | $39,286-75.6% | $80,716-88.1% | $79,386-87.9% |
| Participation rate | 15.0% | 41.0%-26.0pp | 54.2%-39.2pp | 70.7%-55.7pp |
| Annual return | 24.92% | 98.95%-74.0pp | 87.28%-62.4pp | 116.85%-91.9pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $485 | $1,264-61.6% | $2,146-77.4% | $4,046-88.0% |
| Admin fee / account holder | $1,646 | $647+154.5% | $3,380-51.3% | $626+162.8% |