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 | $17,167 | $26,114-34.3% | $58,482-70.6% | $74,419-76.9% |
| Participation rate | 11.1% | 32.1%-21.0pp | 50.9%-39.8pp | 70.7%-59.6pp |
| Annual return | 19.52% | 32.51%-13.0pp | 4239.32%-4219.8pp | 34.38%-14.9pp |
| Employer contribution / active EE | $149 | $536-72.2% | $1,053-85.9% | $2,637-94.4% |
| Participant deferral / active EE | $491 | $1,075-54.3% | $1,924-74.5% | $4,528-89.2% |
| Admin fee / account holder | $917 | $649+41.2% | $2,516-63.6% | $348+163.6% |