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 | $43,988 | $107,934-59.2% | $91,989-52.2% | $152,861-71.2% |
| Participation rate | 58.3% | 81.2%-22.8pp | 78.6%-20.3pp | 82.4%-24.1pp |
| Annual return | 17.57% | 89.24%-71.7pp | 69.02%-51.4pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,914 | $6,364-69.9% | $5,923-67.7% | $5,850-67.3% |
| Admin fee / account holder | $3,110 | $10,520-70.4% | $7,743-59.8% | $11,596-73.2% |