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 | $14,225 | $77,634-81.7% | $156,549-90.9% | $62,891-77.4% |
| Participation rate | 43.5% | 71.2%-27.7pp | 84.0%-40.5pp | 69.3%-25.8pp |
| Annual return | 9.81% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $929 | $3,045-69.5% | $4,871-80.9% | $3,203-71.0% |
| Admin fee / account holder | $2,906 | $5,561-47.7% | $13,027-77.7% | $4,296-32.3% |