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 | $33,007 | $109,327-69.8% | $89,391-63.1% | $158,922-79.2% |
| Participation rate | 60.9% | 74.3%-13.4pp | 68.0%-7.1pp | 82.0%-21.1pp |
| Annual return | 6.99% | 345.68%-338.7pp | 245.62%-238.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,744 | $4,598-40.3% | $3,890-29.5% | $5,982-54.1% |
| Admin fee / account holder | $1,310 | $6,153-78.7% | $4,881-73.2% | $11,246-88.4% |