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 | $31,229 | $42,886-27.2% | $88,946-64.9% | $85,563-63.5% |
| Participation rate | 15.1% | 37.9%-22.8pp | 68.8%-53.7pp | 66.0%-50.8pp |
| Annual return | 29.90% | 44.56%-14.7pp | 57.82%-27.9pp | 31.51%-1.6pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $630 | $2,108-70.1% | $4,581-86.2% | $4,375-85.6% |
| Admin fee / account holder | $1,884 | $2,263-16.7% | $8,261-77.2% | $834+125.9% |