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 | $44,246 | $107,334-58.8% | $92,893-52.4% | $152,861-71.1% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 23.01% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,913 | $4,845-60.5% | $4,236-54.8% | $5,850-67.3% |
| Admin fee / account holder | $1,763 | $7,079-75.1% | $5,794-69.6% | $11,596-84.8% |