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 | $27,399 | $89,355-69.3% | $141,162-80.6% | $72,985-62.5% |
| Participation rate | 35.4% | 75.1%-39.7pp | 82.5%-47.1pp | 69.5%-34.1pp |
| Annual return | 35.05% | 111.85%-76.8pp | 71.39%-36.3pp | 81.00%-46.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,133 | $5,418-5.3% | $6,709-23.5% | $3,607+42.3% |
| Admin fee / account holder | $1,964 | $5,958-67.0% | $10,261-80.9% | $5,124-61.7% |