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 | $37,545 | $93,346-59.8% | $71,796-47.7% | $273,961-86.3% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.1%-54.8pp | 83.0%-68.7pp |
| Annual return | 9.20% | 130.39%-121.2pp | 78.04%-68.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,571 | $3,475-26.0% | $2,794-8.0% | $5,287-51.4% |
| Admin fee / account holder | $374 | $6,571-94.3% | $4,815-92.2% | $10,132-96.3% |