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 | $34,127 | $74,888-54.4% | $71,209-52.1% | $142,382-76.0% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.8%-21.4pp | 80.1%-27.7pp |
| Annual return | 15.82% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,732 | $4,454-16.2% | $4,175-10.6% | $6,507-42.7% |
| Admin fee / account holder | $2,039 | $5,568-63.4% | $5,349-61.9% | $12,624-83.8% |