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 | $20,900 | $91,190-77.1% | $178,490-88.3% | $79,858-73.8% |
| Participation rate | 36.6% | 69.2%-32.6pp | 81.9%-45.3pp | 69.6%-33.0pp |
| Annual return | 17.48% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,063 | $3,236-67.2% | $5,202-79.6% | $3,740-71.6% |
| Admin fee / account holder | $794 | $6,751-88.2% | $13,984-94.3% | $5,306-85.0% |