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 | $37,773 | $211,958-82.2% | $169,463-77.7% | $135,375-72.1% |
| Participation rate | 16.7% | 82.6%-66.0pp | 77.8%-61.1pp | 82.6%-66.0pp |
| Annual return | 1.10% | 3.26%-2.2pp | 1.83%-0.7pp | 519.73%-518.6pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,885 | $6,075+46.3% | $5,277+68.4% | $5,609+58.4% |
| Admin fee / account holder | $620 | $11,471-94.6% | $9,109-93.2% | $10,827-94.3% |