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 | $26,951 | $60,124-55.2% | $90,404-70.2% | $79,858-66.3% |
| Participation rate | 43.6% | 65.0%-21.3pp | 72.7%-29.0pp | 69.6%-26.0pp |
| Annual return | 13.01% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,196 | $2,938-59.3% | $3,963-69.8% | $3,740-68.0% |
| Admin fee / account holder | $791 | $3,976-80.1% | $5,611-85.9% | $5,306-85.1% |