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 | $28,444 | $60,323-52.8% | $81,812-65.2% | $74,495-61.8% |
| Participation rate | 45.6% | 62.9%-17.2pp | 72.3%-26.7pp | 67.2%-21.6pp |
| Annual return | 14.94% | 16.90%-2.0pp | 773.79%-758.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,063 | $2,620-59.4% | $2,912-63.5% | $2,623-59.5% |
| Participant deferral / active EE | $1,627 | $3,387-52.0% | $4,319-62.3% | $4,346-62.6% |
| Admin fee / account holder | $4,267 | $1,486+187.2% | $7,386-42.2% | $1,942+119.7% |