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 | $37,995 | $85,766-55.7% | $136,294-72.1% | $70,131-45.8% |
| Participation rate | 55.0% | 74.2%-19.2pp | 81.9%-26.9pp | 69.5%-14.5pp |
| Annual return | 19.03% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,459 | $5,051-51.3% | $6,247-60.6% | $3,332-26.2% |
| Admin fee / account holder | $10,606 | $5,420+95.7% | $9,243+14.7% | $4,645+128.3% |