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 | $39,921 | $31,310+27.5% | $53,898-25.9% | $74,304-46.3% |
| Participation rate | 0.0% | 30.7%-30.7pp | 55.0%-55.0pp | 60.3%-60.3pp |
| Annual return | 15.08% | 23.16%-8.1pp | 528.60%-513.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $236 | $450-47.5% | $932-74.6% | $2,241-89.5% |
| Participant deferral / active EE | $310 | $934-66.8% | $1,826-83.0% | $3,767-91.8% |
| Admin fee / account holder | $1,883 | $2,175-13.4% | $2,491-24.4% | $2,969-36.6% |