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 | $41,152 | $77,660-47.0% | $109,143-62.3% | $79,386-48.2% |
| Participation rate | 61.8% | 67.8%-6.0pp | 75.9%-14.1pp | 70.7%-8.9pp |
| Annual return | 12.63% | 23.44%-10.8pp | 25.75%-13.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,173 | $3,518+18.6% | $4,653-10.3% | $4,046+3.1% |
| Admin fee / account holder | $10,636 | $732+1352.6% | $6,752+57.5% | $626+1597.8% |