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 8-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 | $32,528 | $91,190-64.3% | $178,490-81.8% | $79,858-59.3% |
| Participation rate | 57.6% | 69.2%-11.6pp | 81.9%-24.3pp | 69.6%-12.1pp |
| Annual return | 10.38% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $942 | $3,236-70.9% | $5,202-81.9% | $3,740-74.8% |
| Admin fee / account holder | $2,253 | $6,751-66.6% | $13,984-83.9% | $5,306-57.5% |