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 5-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 | $19,035 | $80,717-76.4% | $154,803-87.7% | $84,808-77.6% |
| Participation rate | 45.2% | 66.8%-21.6pp | 78.1%-32.9pp | 68.3%-23.1pp |
| Annual return | 83.31% | 37.96%+45.3pp | 58.88%+24.4pp | 40.90%+42.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $949 | $3,303-71.3% | $5,540-82.9% | $4,212-77.5% |
| Admin fee / account holder | $1,326 | $6,746-80.3% | $14,329-90.7% | $7,344-81.9% |