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 | $10,087 | $102,966-90.2% | $90,281-88.8% | $152,861-93.4% |
| Participation rate | 20.8% | 75.9%-55.0pp | 73.3%-52.4pp | 82.4%-61.6pp |
| Annual return | 12.54% | 95.16%-82.6pp | 78.10%-65.6pp | 345.32%-332.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,381 | $4,281-67.8% | $3,885-64.5% | $5,850-76.4% |
| Admin fee / account holder | $23,833 | $6,171+286.2% | $5,351+345.4% | $11,596+105.5% |