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 8-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 | $22,960 | $55,415-58.6% | $155,509-85.2% | $74,495-69.2% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.6pp | 67.2%-17.6pp |
| Annual return | 19.86% | 268.50%-248.6pp | 64.67%-44.8pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $782 | $2,267-65.5% | $4,672-83.3% | $2,623-70.2% |
| Participant deferral / active EE | $1,546 | $2,836-45.5% | $5,626-72.5% | $4,346-64.4% |
| Admin fee / account holder | $2,654 | $1,738+52.7% | $15,912-83.3% | $1,942+36.7% |