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 | $37,820 | $63,346-40.3% | $92,233-59.0% | $70,131-46.1% |
| Participation rate | 32.8% | 68.7%-35.9pp | 76.5%-43.7pp | 69.5%-36.8pp |
| Annual return | 15.72% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,463 | $2,854-48.7% | $3,897-62.4% | $3,332-56.1% |
| Admin fee / account holder | $5,689 | $3,840+48.1% | $5,194+9.5% | $4,645+22.5% |