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 | $27,057 | $76,000-64.4% | $154,107-82.4% | $64,186-57.8% |
| Participation rate | 48.6% | 70.4%-21.8pp | 83.0%-34.5pp | 69.6%-21.0pp |
| Annual return | 0.03% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $442 | $3,351-86.8% | $5,298-91.7% | $2,381-81.4% |
| Participant deferral / active EE | $1,078 | $3,175-66.0% | $5,081-78.8% | $3,470-68.9% |
| Admin fee / account holder | $2,921 | $5,596-47.8% | $13,411-78.2% | $4,888-40.2% |