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 | $34,781 | $53,127-34.5% | $86,590-59.8% | $70,131-50.4% |
| Participation rate | 53.2% | 65.3%-12.1pp | 73.5%-20.4pp | 69.5%-16.3pp |
| Annual return | 16.98% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,757 | $2,696-34.8% | $3,609-51.3% | $3,332-47.3% |
| Admin fee / account holder | $1,396 | $3,585-61.1% | $4,906-71.5% | $4,645-69.9% |