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 | $35,936 | $63,346-43.3% | $92,233-61.0% | $70,131-48.8% |
| Participation rate | 52.8% | 68.7%-15.9pp | 76.5%-23.7pp | 69.5%-16.8pp |
| Annual return | 41.87% | 530.12%-488.2pp | 176.28%-134.4pp | 73.14%-31.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,267 | $2,854-55.6% | $3,897-67.5% | $3,332-62.0% |
| Admin fee / account holder | $903 | $3,840-76.5% | $5,194-82.6% | $4,645-80.6% |