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 | $39,928 | $53,516-25.4% | $126,539-68.4% | $84,808-52.9% |
| Participation rate | 16.1% | 58.2%-42.1pp | 69.8%-53.7pp | 68.3%-52.2pp |
| Annual return | 17.24% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $323 | $1,535-78.9% | $3,674-91.2% | $2,631-87.7% |
| Participant deferral / active EE | $1,213 | $2,671-54.6% | $4,083-70.3% | $4,212-71.2% |
| Admin fee / account holder | $14,497 | $4,497+222.4% | $6,065+139.0% | $7,344+97.4% |