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 | $31,179 | $110,809-71.9% | $86,874-64.1% | $167,490-81.4% |
| Participation rate | 17.4% | 75.8%-58.4pp | 71.6%-54.2pp | 82.1%-64.7pp |
| Annual return | 23.03% | 116.98%-93.9pp | 63.52%-40.5pp | 478.56%-455.5pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $986 | $4,546-78.3% | $3,699-73.3% | $6,341-84.4% |
| Admin fee / account holder | $1,250 | $8,415-85.1% | $5,828-78.5% | $12,309-89.8% |