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 | $32,652 | $84,233-61.2% | $170,442-80.8% | $70,131-53.4% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 14.30% | 23.06%-8.8pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,934 | $3,086-37.3% | $4,939-60.8% | $3,332-41.9% |
| Admin fee / account holder | $634 | $5,698-88.9% | $13,880-95.4% | $4,645-86.3% |