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 | $16,659 | $77,634-78.5% | $156,549-89.4% | $62,891-73.5% |
| Participation rate | 48.0% | 71.2%-23.2pp | 84.0%-36.0pp | 69.3%-21.3pp |
| Annual return | 5.15% | 50.32%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $845 | $3,045-72.2% | $4,871-82.6% | $3,203-73.6% |
| Admin fee / account holder | $4,534 | $5,561-18.5% | $13,027-65.2% | $4,296+5.6% |