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 | $40,745 | $65,395-37.7% | $182,532-77.7% | $72,985-44.2% |
| Participation rate | 41.4% | 65.4%-24.1pp | 78.0%-36.6pp | 69.5%-28.1pp |
| Annual return | 20.30% | 27.68%-7.4pp | 148.54%-128.2pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,362 | $3,563-33.7% | $5,524-57.2% | $3,607-34.5% |
| Admin fee / account holder | $9,971 | $4,245+134.9% | $8,592+16.1% | $5,124+94.6% |