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 | $29,195 | $45,283-35.5% | $155,790-81.3% | $52,331-44.2% |
| Participation rate | 27.2% | 62.2%-35.0pp | 76.1%-48.9pp | 68.1%-40.9pp |
| Annual return | 228.74% | 1.80%+226.9pp | 71.54%+157.2pp | 4.54%+224.2pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,836-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,169 | $2,854-59.1% | $4,797-75.6% | $3,022-61.3% |
| Admin fee / account holder | $428,838 | $981+43615.6% | $7,478+5634.9% | $592+72389.1% |