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 | $26,708 | $77,899-65.7% | $149,673-82.2% | $75,163-64.5% |
| Participation rate | 36.4% | 65.6%-29.2pp | 78.8%-42.4pp | 67.2%-30.8pp |
| Annual return | 14.53% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,205 | $3,411-64.7% | $5,680-78.8% | $4,125-70.8% |
| Admin fee / account holder | $6,706 | $5,956+12.6% | $13,210-49.2% | $5,651+18.7% |