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 | $39,918 | $77,899-48.8% | $149,673-73.3% | $75,163-46.9% |
| Participation rate | 32.0% | 65.6%-33.6pp | 78.8%-46.8pp | 67.2%-35.2pp |
| Annual return | 14.35% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,141 | $3,411-66.6% | $5,680-79.9% | $4,125-72.3% |
| Admin fee / account holder | $550 | $5,956-90.8% | $13,210-95.8% | $5,651-90.3% |