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 | $25,959 | $48,046-46.0% | $84,611-69.3% | $72,985-64.4% |
| Participation rate | 37.3% | 57.6%-20.3pp | 68.2%-31.0pp | 69.5%-32.2pp |
| Annual return | 17.96% | 37.38%-19.4pp | 258.74%-240.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,541 | $2,680-42.5% | $3,899-60.5% | $3,607-57.3% |
| Admin fee / account holder | $1,334 | $3,395-60.7% | $4,912-72.8% | $5,124-74.0% |