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 | $36,794 | $106,515-65.5% | $96,683-61.9% | $139,434-73.6% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.3%-32.2pp | 80.3%-38.2pp |
| Annual return | 18.58% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,633 | $5,454-51.7% | $4,878-46.0% | $6,710-60.8% |
| Admin fee / account holder | $14,280 | $7,877+81.3% | $6,730+112.2% | $11,403+25.2% |