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 | $29,920 | $81,632-63.3% | $70,449-57.5% | $158,922-81.2% |
| Participation rate | 38.5% | 77.7%-39.3pp | 75.1%-36.6pp | 82.0%-43.5pp |
| Annual return | 13.32% | 208.40%-195.1pp | 109.03%-95.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,115 | $4,554-75.5% | $3,709-69.9% | $5,982-81.4% |
| Admin fee / account holder | $12,760 | $6,193+106.0% | $3,845+231.8% | $11,246+13.5% |