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 | $27,428 | $55,415-50.5% | $155,509-82.4% | $74,495-63.2% |
| Participation rate | 40.2% | 61.9%-21.7pp | 78.2%-38.0pp | 67.2%-27.0pp |
| Annual return | 15.42% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,037 | $2,267-54.2% | $4,672-77.8% | $2,623-60.4% |
| Participant deferral / active EE | $1,526 | $2,836-46.2% | $5,626-72.9% | $4,346-64.9% |
| Admin fee / account holder | $542 | $1,738-68.8% | $15,912-96.6% | $1,942-72.1% |