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 | $24,141 | $106,890-77.4% | $84,015-71.3% | $152,861-84.2% |
| Participation rate | 27.3% | 75.2%-48.0pp | 69.0%-41.7pp | 82.4%-55.2pp |
| Annual return | 18.52% | 104.99%-86.5pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,425 | $4,011-64.5% | $3,239-56.0% | $5,850-75.6% |
| Admin fee / account holder | $1,238 | $8,285-85.1% | $6,101-79.7% | $11,596-89.3% |