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 | $34,459 | $41,078-16.1% | $80,569-57.2% | $71,457-51.8% |
| Participation rate | 19.8% | 50.2%-30.4pp | 67.0%-47.2pp | 67.9%-48.1pp |
| Annual return | 23.26% | 38.45%-15.2pp | 935.43%-912.2pp | 28.85%-5.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $807 | $2,699-70.1% | $4,447-81.9% | $4,289-81.2% |
| Admin fee / account holder | $1,727 | $1,840-6.2% | $5,377-67.9% | $1,587+8.8% |