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 | $42,419 | $48,230-12.0% | $67,502-37.2% | $80,856-47.5% |
| Participation rate | 32.5% | 66.4%-33.8pp | 72.9%-40.3pp | 67.6%-35.1pp |
| Annual return | 18.71% | 18.28%+0.4pp | 3512.12%-3493.4pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,406 | $2,924-51.9% | $4,000-64.8% | $4,296-67.3% |
| Admin fee / account holder | $800 | $3,681-78.3% | $3,998-80.0% | $6,918-88.4% |