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 | $41,158 | $76,000-45.8% | $154,107-73.3% | $64,186-35.9% |
| Participation rate | 25.9% | 70.4%-44.5pp | 83.0%-57.1pp | 69.6%-43.6pp |
| Annual return | 7.48% | 30.32%-22.8pp | 735.12%-727.6pp | 7.63%-0.1pp |
| Employer contribution / active EE | $437 | $3,351-87.0% | $5,298-91.8% | $2,381-81.7% |
| Participant deferral / active EE | $2,481 | $3,175-21.9% | $5,081-51.2% | $3,470-28.5% |
| Admin fee / account holder | $1,582 | $5,596-71.7% | $13,411-88.2% | $4,888-67.6% |