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 | $25,320 | $72,012-64.8% | $185,823-86.4% | $79,858-68.3% |
| Participation rate | 28.9% | 65.8%-36.8pp | 78.0%-49.1pp | 69.6%-40.7pp |
| Annual return | 17.27% | 23.12%-5.9pp | 35.95%-18.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,929 | $3,779-48.9% | $5,632-65.7% | $3,740-48.4% |
| Admin fee / account holder | $12,684 | $4,513+181.1% | $9,500+33.5% | $5,306+139.0% |