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 | $31,529 | $45,035-30.0% | $62,995-50.0% | $70,131-55.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 14.78% | 18.76%-4.0pp | 87.57%-72.8pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,111 | $2,051-45.8% | $2,759-59.7% | $2,342-52.6% |
| Participant deferral / active EE | $3,235 | $2,465+31.2% | $3,329-2.8% | $3,332-2.9% |
| Admin fee / account holder | $570 | $2,834-79.9% | $3,600-84.2% | $4,645-87.7% |