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 8-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 | $27,338 | $26,114+4.7% | $58,482-53.3% | $74,419-63.3% |
| Participation rate | 7.8% | 32.1%-24.3pp | 50.9%-43.1pp | 70.7%-62.9pp |
| Annual return | 29.43% | 32.51%-3.1pp | 4239.32%-4209.9pp | 34.38%-4.9pp |
| Employer contribution / active EE | $200 | $536-62.7% | $1,053-81.0% | $2,637-92.4% |
| Participant deferral / active EE | $415 | $1,075-61.4% | $1,924-78.4% | $4,528-90.8% |
| Admin fee / account holder | $1,387 | $649+113.6% | $2,516-44.9% | $348+298.7% |