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 | $33,236 | $162,781-79.6% | $133,956-75.2% | $158,922-79.1% |
| Participation rate | 35.7% | 83.2%-47.5pp | 79.8%-44.1pp | 82.0%-46.2pp |
| Annual return | 18.27% | 41.94%-23.7pp | 45.09%-26.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,130 | $5,911-64.0% | $5,048-57.8% | $5,982-64.4% |
| Admin fee / account holder | $1,888 | $11,736-83.9% | $8,927-78.9% | $11,246-83.2% |