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 | $39,535 | $84,233-53.1% | $170,442-76.8% | $70,131-43.6% |
| Participation rate | 23.5% | 70.8%-47.3pp | 83.6%-60.1pp | 69.5%-46.0pp |
| Annual return | 28.17% | 23.06%+5.1pp | 205.93%-177.8pp | 73.14%-45.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,462 | $3,086-52.6% | $4,939-70.4% | $3,332-56.1% |
| Admin fee / account holder | $9,948 | $5,698+74.6% | $13,880-28.3% | $4,645+114.1% |