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 | $28,235 | $91,190-69.0% | $178,490-84.2% | $79,858-64.6% |
| Participation rate | 12.5% | 69.2%-56.7pp | 81.9%-69.4pp | 69.6%-57.1pp |
| Annual return | 12.38% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,284 | $3,236-60.3% | $5,202-75.3% | $3,740-65.7% |
| Admin fee / account holder | $4,585 | $6,751-32.1% | $13,984-67.2% | $5,306-13.6% |