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 | $26,944 | $73,515-63.3% | $62,995-57.2% | $147,584-81.7% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.8%-28.7pp | 82.8%-36.7pp |
| Annual return | 12.34% | 175.43%-163.1pp | 87.57%-75.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,807 | $4,185-32.9% | $3,329-15.7% | $5,439-48.4% |
| Admin fee / account holder | $11,275 | $5,953+89.4% | $3,600+213.2% | $10,885+3.6% |