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 | $28,165 | $104,907-73.2% | $84,611-66.7% | $152,861-81.6% |
| Participation rate | 61.1% | 74.8%-13.7pp | 68.2%-7.1pp | 82.4%-21.3pp |
| Annual return | 20.24% | 373.79%-353.5pp | 258.74%-238.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,719 | $4,688-20.7% | $3,899-4.6% | $5,850-36.4% |
| Admin fee / account holder | $10,603 | $6,241+69.9% | $4,912+115.9% | $11,596-8.6% |