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 | $29,851 | $63,346-52.9% | $92,233-67.6% | $70,131-57.4% |
| Participation rate | 35.7% | 68.7%-33.0pp | 76.5%-40.8pp | 69.5%-33.8pp |
| Annual return | 15.18% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,388 | $2,854-16.3% | $3,897-38.7% | $3,332-28.3% |
| Admin fee / account holder | $3,567 | $3,840-7.1% | $5,194-31.3% | $4,645-23.2% |