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 | $35,347 | $53,516-34.0% | $126,539-72.1% | $84,808-58.3% |
| Participation rate | 26.3% | 58.2%-31.9pp | 69.8%-43.5pp | 68.3%-42.0pp |
| Annual return | 17.31% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,245 | $2,671-15.9% | $4,083-45.0% | $4,212-46.7% |
| Admin fee / account holder | $740 | $4,497-83.5% | $6,065-87.8% | $7,344-89.9% |