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 | $16,729 | $202,432-91.7% | $169,368-90.1% | $139,434-88.0% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.1%-60.5pp | 80.3%-63.7pp |
| Annual return | 10.94% | 531.74%-520.8pp | 405.60%-394.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,479 | $6,938-64.3% | $6,221-60.2% | $6,710-63.1% |
| Admin fee / account holder | $49,680 | $10,708+363.9% | $9,003+451.8% | $11,403+335.7% |