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 | $28,571 | $57,281-50.1% | $86,612-67.0% | $75,163-62.0% |
| Participation rate | 57.7% | 63.2%-5.5pp | 71.7%-14.0pp | 67.2%-9.5pp |
| Annual return | 65.51% | 2670.75%-2605.2pp | 591.07%-525.6pp | 160.62%-95.1pp |
| Employer contribution / active EE | $359 | $2,314-84.5% | $3,022-88.1% | $2,670-86.6% |
| Participant deferral / active EE | $1,205 | $3,318-63.7% | $4,438-72.9% | $4,125-70.8% |
| Admin fee / account holder | $539 | $4,112-86.9% | $5,614-90.4% | $5,651-90.5% |