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 | $40,976 | $58,208-29.6% | $81,812-49.9% | $80,856-49.3% |
| Participation rate | 15.6% | 63.4%-47.8pp | 72.3%-56.7pp | 67.6%-52.0pp |
| Annual return | 17.61% | 41.66%-24.0pp | 773.79%-756.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $456 | $2,340-80.5% | $2,912-84.4% | $2,755-83.5% |
| Participant deferral / active EE | $960 | $3,281-70.7% | $4,319-77.8% | $4,296-77.6% |
| Admin fee / account holder | $3,327 | $4,981-33.2% | $7,386-55.0% | $6,918-51.9% |