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 | $26,589 | $95,416-72.1% | $185,823-85.7% | $85,850-69.0% |
| Participation rate | 29.2% | 68.8%-39.6pp | 81.7%-52.5pp | 69.3%-40.1pp |
| Annual return | 13.70% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,865 | $3,423-45.5% | $5,568-66.5% | $3,952-52.8% |
| Admin fee / account holder | $758 | $7,213-89.5% | $16,237-95.3% | $6,260-87.9% |