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 | $16,186 | $91,190-82.3% | $178,490-90.9% | $79,858-79.7% |
| Participation rate | 29.3% | 69.2%-39.9pp | 81.9%-52.7pp | 69.6%-40.4pp |
| Annual return | 17.17% | 24.19%-7.0pp | 151.07%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,886 | $3,236-41.7% | $5,202-63.7% | $3,740-49.6% |
| Admin fee / account holder | $1,676 | $6,751-75.2% | $13,984-88.0% | $5,306-68.4% |