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 | $5,958 | $39,019-84.7% | $80,716-92.6% | $85,850-93.1% |
| Participation rate | 16.2% | 41.5%-25.3pp | 54.2%-38.0pp | 69.3%-53.1pp |
| Annual return | 27.00% | 26.27%+0.7pp | 87.28%-60.3pp | 318.53%-291.5pp |
| Employer contribution / active EE | $294 | $722-59.3% | $1,160-74.7% | $2,565-88.6% |
| Participant deferral / active EE | $312 | $1,326-76.5% | $2,146-85.5% | $3,952-92.1% |
| Admin fee / account holder | $1,240 | $2,431-49.0% | $3,380-63.3% | $6,260-80.2% |