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 | $32,765 | $60,124-45.5% | $90,404-63.8% | $79,858-59.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 20.21% | 71.94%-51.7pp | 1293.02%-1272.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,491 | $2,068-27.9% | $3,262-54.3% | $2,471-39.6% |
| Participant deferral / active EE | $3,101 | $2,938+5.5% | $3,963-21.8% | $3,740-17.1% |
| Admin fee / account holder | $1,641 | $3,976-58.7% | $5,611-70.8% | $5,306-69.1% |