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 | $41,792 | $102,616-59.3% | $81,983-49.0% | $158,922-73.7% |
| Participation rate | 14.3% | 75.5%-61.2pp | 69.2%-55.0pp | 82.0%-67.7pp |
| Annual return | 17.89% | 61.04%-43.1pp | 41.31%-23.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,196 | $4,648-74.3% | $3,722-67.9% | $5,982-80.0% |
| Admin fee / account holder | $560 | $8,235-93.2% | $5,664-90.1% | $11,246-95.0% |