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 | $28,435 | $89,753-68.3% | $107,525-73.6% | $84,808-66.5% |
| Participation rate | 59.4% | 68.1%-8.7pp | 75.1%-15.7pp | 68.3%-8.9pp |
| Annual return | 21.41% | 29.48%-8.1pp | 181.32%-159.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,257 | $4,056-19.7% | $5,116-36.3% | $4,212-22.7% |
| Admin fee / account holder | $5,460 | $7,222-24.4% | $8,919-38.8% | $7,344-25.6% |