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 | $29,966 | $49,915-40.0% | $154,803-80.6% | $74,304-59.7% |
| Participation rate | 31.0% | 54.0%-23.0pp | 78.1%-47.1pp | 60.3%-29.4pp |
| Annual return | 13.39% | 34.06%-20.7pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $774 | $2,255-65.7% | $5,540-86.0% | $3,767-79.5% |
| Admin fee / account holder | $8,069 | $2,189+268.6% | $14,329-43.7% | $2,969+171.8% |