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 9-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 | $42,397 | $42,886-1.1% | $88,946-52.3% | $85,563-50.4% |
| Participation rate | 9.8% | 37.9%-28.1pp | 68.8%-59.1pp | 66.0%-56.2pp |
| Annual return | 33.00% | 44.56%-11.6pp | 57.82%-24.8pp | 31.51%+1.5pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $762 | $2,108-63.8% | $4,581-83.4% | $4,375-82.6% |
| Admin fee / account holder | $12,278 | $2,263+442.5% | $8,261+48.6% | $834+1371.8% |