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 5-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 | $25,745 | $40,385-36.3% | $80,569-68.0% | $74,419-65.4% |
| Participation rate | 31.4% | 47.4%-16.0pp | 67.0%-35.6pp | 70.7%-39.3pp |
| Annual return | 19.97% | 164.85%-144.9pp | 935.43%-915.5pp | 34.38%-14.4pp |
| Employer contribution / active EE | $697 | $1,496-53.4% | $2,723-74.4% | $2,637-73.6% |
| Participant deferral / active EE | $1,300 | $2,674-51.4% | $4,447-70.8% | $4,528-71.3% |
| Admin fee / account holder | $1,157 | $720+60.7% | $5,377-78.5% | $348+232.5% |