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 | $17,520 | $41,078-57.3% | $80,569-78.3% | $71,457-75.5% |
| Participation rate | 11.2% | 50.2%-39.0pp | 67.0%-55.8pp | 67.9%-56.7pp |
| Annual return | 20.77% | 38.45%-17.7pp | 935.43%-914.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,066 | $2,699-60.5% | $4,447-76.0% | $4,289-75.2% |
| Admin fee / account holder | $2,222 | $1,840+20.7% | $5,377-58.7% | $1,587+40.0% |