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 | $23,433 | $76,000-69.2% | $154,107-84.8% | $64,186-63.5% |
| Participation rate | 43.6% | 70.4%-26.8pp | 83.0%-39.4pp | 69.6%-25.9pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $483 | $3,351-85.6% | $5,298-90.9% | $2,381-79.7% |
| Participant deferral / active EE | $1,508 | $3,175-52.5% | $5,081-70.3% | $3,470-56.5% |
| Admin fee / account holder | $4,160 | $5,596-25.7% | $13,411-69.0% | $4,888-14.9% |