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 | $22,195 | $102,966-78.4% | $90,281-75.4% | $152,861-85.5% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.4%-38.0pp |
| Annual return | 33.08% | 95.16%-62.1pp | 78.10%-45.0pp | 345.32%-312.2pp |
| Employer contribution / active EE | $372 | $3,139-88.1% | $2,854-87.0% | $4,762-92.2% |
| Participant deferral / active EE | $770 | $4,281-82.0% | $3,885-80.2% | $5,850-86.8% |
| Admin fee / account holder | $2,751 | $6,171-55.4% | $5,351-48.6% | $11,596-76.3% |