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 | $29,410 | $85,022-65.4% | $70,515-58.3% | $139,434-78.9% |
| Participation rate | 44.4% | 73.9%-29.5pp | 68.3%-23.9pp | 80.3%-35.9pp |
| Annual return | 10.58% | 30.38%-19.8pp | 32.77%-22.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,583 | $5,890-73.1% | $4,567-65.3% | $6,710-76.4% |
| Admin fee / account holder | $1,221 | $8,906-86.3% | $6,412-81.0% | $11,403-89.3% |