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 | $37,283 | $72,492-48.6% | $87,100-57.2% | $72,985-48.9% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.9%-22.3pp | 69.5%-14.9pp |
| Annual return | 24.10% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,553 | $3,270-52.5% | $4,049-61.6% | $3,607-57.0% |
| Admin fee / account holder | $823 | $5,055-83.7% | $7,497-89.0% | $5,124-83.9% |