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 | $35,041 | $65,376-46.4% | $87,100-59.8% | $65,185-46.2% |
| Participation rate | 50.5% | 75.3%-24.9pp | 76.9%-26.4pp | 70.2%-19.7pp |
| Annual return | 18.51% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,994 | $3,388-41.2% | $4,049-50.8% | $3,514-43.3% |
| Admin fee / account holder | $12,331 | $520+2272.7% | $7,497+64.5% | $847+1355.7% |