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 7-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 | $23,463 | $55,415-57.7% | $155,509-84.9% | $74,495-68.5% |
| Participation rate | 42.0% | 61.9%-19.9pp | 78.2%-36.2pp | 67.2%-25.2pp |
| Annual return | 12.87% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $720 | $2,267-68.2% | $4,672-84.6% | $2,623-72.6% |
| Participant deferral / active EE | $1,059 | $2,836-62.6% | $5,626-81.2% | $4,346-75.6% |
| Admin fee / account holder | $2,685 | $1,738+54.5% | $15,912-83.1% | $1,942+38.3% |