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 5-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 | $27,369 | $30,588-10.5% | $53,898-49.2% | $85,563-68.0% |
| Participation rate | 7.0% | 26.3%-19.4pp | 55.0%-48.0pp | 66.0%-59.0pp |
| Annual return | 14.19% | 50.42%-36.2pp | 528.60%-514.4pp | 31.51%-17.3pp |
| Employer contribution / active EE | $138 | $436-68.2% | $932-85.1% | $2,654-94.8% |
| Participant deferral / active EE | $232 | $848-72.6% | $1,826-87.3% | $4,375-94.7% |
| Admin fee / account holder | $1,568 | $1,879-16.5% | $2,491-37.0% | $834+88.0% |