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 | $43,540 | $107,452-59.5% | $91,541-52.4% | $142,382-69.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 13.27% | 22.06%-8.8pp | 20.50%-7.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,039 | $4,754-15.0% | $4,008+0.8% | $6,507-37.9% |
| Admin fee / account holder | $20,727 | $8,834+134.6% | $6,956+198.0% | $12,624+64.2% |