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 | $44,375 | $99,985-55.6% | $146,665-69.7% | $85,850-48.3% |
| Participation rate | 64.0% | 73.1%-9.1pp | 80.1%-16.1pp | 69.3%-5.3pp |
| Annual return | 14.62% | 18.93%-4.3pp | 22.74%-8.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,001 | $4,006-50.1% | $5,506-63.7% | $3,952-49.4% |
| Admin fee / account holder | $376 | $7,702-95.1% | $10,280-96.3% | $6,260-94.0% |