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 | $20,218 | $69,207-70.8% | $64,056-68.4% | $139,434-85.5% |
| Participation rate | 20.8% | 75.6%-54.8pp | 72.3%-51.5pp | 80.3%-59.5pp |
| Annual return | 11.23% | 45.88%-34.6pp | 33.69%-22.5pp | 372.94%-361.7pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $844 | $4,682-82.0% | $3,880-78.3% | $6,710-87.4% |
| Admin fee / account holder | $7,558 | $4,244+78.1% | $3,068+146.3% | $11,403-33.7% |