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 | $32,370 | $112,881-71.3% | $90,951-64.4% | $158,922-79.6% |
| Participation rate | 54.2% | 74.7%-20.6pp | 69.0%-14.8pp | 82.0%-27.8pp |
| Annual return | 6.87% | 215.79%-208.9pp | 134.60%-127.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,053 | $4,128-74.5% | $3,373-68.8% | $5,982-82.4% |
| Admin fee / account holder | $407 | $8,041-94.9% | $5,959-93.2% | $11,246-96.4% |